OfficeTools Lacerte integration

Tax and financial integration with practice management

Does your accounting firm use Lacerte Tax software? OfficeTools WorkSpace integrates with Lacerte so your client contacts and information stay consistent. Any changes you make in OfficeTools sync back to Lacerte, keeping both systems up to date and eliminating any time wasted doing double data entry.

Learn more about OfficeTools WorkSpace

“Being able to know where in the process we are with tax returns, find the files, have good metrics about where we’re spending our time, and overall managing our practice has made a huge impact. We’re just thrilled.”

Julia Rhoads, EA, Sally Lindberg & Associates

Compare Features & Pricing

Consolidate your applications

OfficeTools syncs with the applications you trust, making it the most valuable icon on your desktop.

More Integrations

OfficeTools integrations