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Lacerte Productivity
Plus Bundle

Lacerte Productivity Plus Bundle

Get three of our best time-saving tools for only:


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Lacerte Tax Analyzer is now sold in the Lacerte Productivity Plus Bundle.

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Lacerte® Tax Analyzer

Become a trusted tax advisor with Lacerte Tax Analyzer.

This tax analysis software from Lacerte helps you advise your clients about how new tax laws will impact their financial health. Suggest tax-minimizing options and present hard data about taxable income, tax bracket, and exact dollar amount or percentage by which numbers would have to change to impact the taxpayer positively or negatively.

What you can do with Lacerte Tax Analyzer

  • Advise clients how to reduce liability and their chances of triggering an audit
  • Automatically "red flag" amounts that exceed national averages
  • Read items right off the screen or print reports written in plain English

Get Customized, Tax-reducing Tips

Read short narrative descriptions of each taxpayer's current status and details about the impact of new or pending changes in depreciation allowances, tax rates, and allowable contribution limits. Like an expert tax advisor, Tax Analyzer offers tax-minimizing strategies tailored to each client's specific situation. Covered topics include current and future tax savings and retirement contributions. There are also tax tips, compliance tips, and a social security section.

Getting Started with Lacerte Tax Analyzer

Tax Analyzer integrates with Lacerte Tax Individual/1040 files and each item links to the applicable tax form input field for easy reference. To verify any item or to learn more, simply click the More Info icon and see the source of the information, as well as hyperlinks to publications or other resources.

Lacerte Productivity Plus Bundle

Get three of our best time-saving tools for only $349. Along with Tax Analyzer, you get:

Lacerte Tax PlannerBuild 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 SystemSave 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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