Included at no additional charge for Unlimited Tax customers for tax year 2013.
Collect exactly the information you need from each client faster, for less money, and with fewer hassles using customized emailed tax analysis software, instead of paper ones.
What you can do with Lacerte e-Organizer:
- Make life simpler for your staff and your clients with simple-to-use electronic checklists and questionnaires
- Help save the time and expense of printing, assembling, and mailing paper organizers
- Maintain security with password-protected files for your clients' eyes only
- Decrease data-entry errors by transferring approved figures directly onto the correct tax forms and lines in Lacerte Tax with no typing
Distribute Hundreds of Organizers Instantly:
From within Lacerte Tax software, an e-Organizer Wizard helps you send email letters, questionnaires and forms to clients. Each package includes a unique link that downloads a personalized, password-protected, executable file right to your client's desktop. The e-Organizer contains everything they need, including an introduction, instructions on how to use the organizer, FAQs, and the ability to write questions for you to answer, and download tax documents right into the organizer.
Accountant review tools make it easy to improve accuracy of data.
Lacerte e-Organizers help you transfer data to tax forms with a single click.
Help reduce data entry and errors. Collect client information via customized emailed e-Organizers instead of paper organizers, and transfer the approved figures directly onto tax forms without typing.
- Client entries automatically appear in red, downloaded entries in green, and your adjustments in black.
- You can quickly zero in on the entries needing the most scrutiny, and check off items as you review them.
- After reviewing and adjusting the figures, transfer all the data onto the correct tax forms and lines with a single click.
Getting Started with Lacerte e-Organizer:
This automated program is simple to use. From within Lacerte Tax software, just access the e-Organizer Wizard which steps you through the process of selecting a complete organizer or specific pages tailored to your clients' unique needs. As soon as your clients complete the forms, they just click a button to email the completed document back to you.
Create and send custom e-organizer packages with a few clicks.
Lacerte e-Organizer Wizard auto-inserts client information, so you don't have to.
The e-Organizer Wizard guides you through the compiling and sending of a password-protected executable file that contains everything your clients need, including an introduction, instructions on how to use the organizer, FAQs and links to each section.