North central Massachusetts. Evaluating Software.

[JebCpa0905]

I'm looking to see if there is someone in my area who would be willing to allow me to watch the efiling, printing and document management interactions of the software. I am considering the purchase of the Lacerte Past Path package and would like to view the process before comitting.

Thank youj,

Jim Burrows

[George4Tacks]

You can sign up here for a free trial https://accountants.intuit.com/tax-software/lacerte/

Read the * Important offers, pricing details, and disclaimers toward the bottom that includes: .

• Trial information: 

  The Lacerte trial includes either a Lacerte tax software download or online access to hosted software for tax year 2024. The desktop trial software will not e-file or print. The hosted trial will not save any information. New customers only.

There are videos on YouTube https://www.youtube.com/watch?v=BMYMhr4uMq4

P.S. I have used Lacerte for over 40 years and of all the software I have used (ProSystems FX, ProSeries, ProConnect, Lacerte, TurboTax, TaxAct) I keep coming back to Lacerte as my favorite.  

P.P.S. I do not get a commission. I am not, nor have I ever been an employee of Intuit. 

[JebCpa0905]

Thanks George4Tacks for your prompt reply. I have the 2023 software download and I now have a Zoom meeting with Kevin Reinard scheduled for tomorrow. I've been through all the demos and still want to know more. I want to see how it will work in my 3 person office. Perhaps tomorrow will provide me with the answers I need. Thanks again