Productivity Plus Bundle

Save time and money with three of our most popular productivity tools — Lacerte Tax Analyzer, Lacerte Tax Planner and Lacerte Document Management System.

Lacerte Tax Analyzer — Be a hero to your clients by providing valuable tax strategies tailored to their specific situation. Help them gain peace of mind while keeping more of what they earn.

• Make it easy for clients to understand how new tax laws will impact their business
• Protect clients from problems that may trigger a stressful and time-consuming audit
• Empower clients to explore different tax options — provide side-by-side comparisons showing the positive or negative impact on their bottom line

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Lacerte Tax Planner — Build stronger relationships by showing clients how to decrease their tax liability.

• Save clients more money with customized, tax-minimizing strategies
• Educate clients by creating multiple scenarios using current and future tax rates
• Send clients home with graphs, reports and letters that summarize their tax plans

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Lacerte Document Management System — Save time and money by electronically storing any type of client information, including tax returns, letters and even hand-written notes.

• Save money by reducing the need for printing, filing and re-filing
• Improve service — view, edit, fax or email information instantly from your computer
• Protect valuable data from theft, flood, fire and other disasters with built-in backup

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