George4Tacks
Level 15
12-06-2019
05:10 PM
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See FAQ #2 at https://accountants-community.intuit.com/articles/1749499-ty18-lacerte-security-enhancements-and-res...
How do I know if I have other 3rd party programs that connect with Lacerte?
- Programs that connect with Lacerte have the ability to add, read, or modify data in Lacerte. These programs may be commercially bought or developed in-house. For example, if you have software that does any of these functions:
- Updates or synchronizes client contact information such as Practice Management or Document Management software
- Creates reports of tax data from Lacerte
- Stores documents associated with client information
- Creates clients in Lacerte
- Reads or updates tax data such as depreciation or trial balance
- You do not need to add the following types of software:
- Intuit software such as DMS, EasyACCT, Quickbooks, or any built-in features in Lacerte
- PDF software such as Adobe or Fox-it
- Office software such as Microsoft Word, Excel, and Outlook
- Remote access software such as LogMeIn or Citrix
- Cloud file storage software such as DropBox or OneDrive
- Electronic Signature software such as Adobe or Docusign
- Consult your IT professional if you are not sure.
Answers are easy. Questions are hard!