Hello,
I have been on the hunt for a practice management system that works with Lacerte and Right Networks. I found the perfect software at BigTime but I was unable to move forward since Right Networks doesn't allow me to download the syncing agent.
What I'm looking for:
- Sync status between Lacerte and practice management
- Segment clients into groups (individual, partnership, etc.)
- Works with Lacerte and right networks
I have tried the following practice management systems: Intuit Practice Management, BigTime, and Mango/ImagineTime.
What I would also love to know is how does your firm distribute tax returns and handle projects?
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