Intuit Lacerte vs. Wolters Kluwer CCH ProSystem fx

Lacerte helps to serve a great variety of clients and businesses, it has over 5,700 forms. It also supports multi-state, K-1s, and more. It suits for power users with high business inflow. Its useful for a CPA who is processing a high value firm or individual with zero errors. The error diagnostic feature covers more than 25k error checks. This is less applicable to CPA's whose are managing regular individual 1040 routines.

Incentivized

Wolters Kluwer CCH ProSystem fx is best suited for more experienced tax professionals that typically prepare more complicated individual returns (1040). It is also well suited for firms that prepare corporate, partnerships, estate/trusts, and other more detailed returns that require K-1's. The application is good for small and large teams due to the workflow that keeps everyone on the same page. For smaller firms that prepare simple returns, there are other products in the market to fulfill those needs.

Incentivized

• Continually updates when bugs are found or tax law change
• Live customer suppprt
• Listen s to customer to improve product
• E-signature to get signed forms from remote customers
• Organizers for customer to complete on paper or electronic
• Tax appointment scheduling within the program and recurring for future appointments
• Client invoices by form
• Trial balance from accounting software to save time on business data entry

Incentivized

• Easy to use platform
• Document retention accessibility
• Digital library to prevent duplication of work

Incentivized

• The updates from IRS to Lacerte need to be improved, so far so good.
• Reporting needs to be improved. Feature like sorting categories. scorp/ind/non-profit
• Tax summaries can be improved - like the differentiation between rental income & expenses. I trust this feature would be a great help.

Incentivized

• Sometimes opening the Document program can be slow--I have to be patient.
• Lots of options and commands, takes some time to get used to and master the programs.

Incentivized

Lacerte customer service has been great. They are very knowledgeable about the product and can help resolve problems quickly.

Incentivized

I’ve heard other tax preparers talk about their software and their likes and dislikes. When I offer to show them Intuit Lacerte most are blown away by what it does. One preparer used ProConnrct online tax (also by Intuit), and she loves how easy Intuit Lacerteis to use. She said having live support (not chat) to actually be able to show issues and work through them was great. Both programs use the same calculations, but the extras (trial balance, organizers with prior year data, invoicing, scheduling, filters, etc) are what makes Intuit Lacerte the best!

Incentivized

We use Thomson Reuters suite for payroll purposes but they do offer the same services as Wolters Kluwer does. I have heard from companies that do use Thomson Reuters tax and they are happy with it. As mentioned, I was not present at this firm when CCH was purchased so I am not sure if any comparisons were done between the two

Incentivized

• It has helped meet overall business goals.
• Gives you the ability to add in and purchase only what you need.

Incentivized