Improved Account Management makes new user onboarding seamless and easy for current users. Tax Pros can now batch send eSig requests on the same document from multiple signers at one go.

You’ll also get a message when you’re nearing your bundle limit. Now you can keep track of the returns you’ve used with an on-screen counter. Lacerte 200 Federal 1040 enhancements.Quickly self-resolve problems in Lacerte as they arise by making use of actionable links made available when and where you need them to minimize any disruption to your workflow. Lacerte Actionable Steps for Error Resolution (LASER).

New and returning subscribers can get up and running faster with Lacerte in the cloud via automated data transfer. Easier onboarding to Hosting for Lacerte.Now you won’t have to re-enter your information every time you want to make a purchase. Billing for Lacerte, Intuit eSignature, and Tax Scan and Import has been consolidated into a single wallet. Manage your EFIN more efficiently directly within Lacerte. (Coming soon) For tax form fields with multiple inputs, you can view a summary of sources and values included in the calculation, then quickly jump to the data input screen from the tax form field in one click. (Coming soon) You can soon export clients’ data from standard tax return fields and query data based on common tax scenarios. Improved Account Management makes new user onboarding simple and easy for current users. Tax pros can get a full view of any users working on the same tax return to avoid version conflicts or overwriting each other’s work. Once filed, easily view the file status by return type (federal, state and extensions). You can now auto-lock e-filed returns to prevent manual entry errors and calculation updates that may alter the original e-filed tax return. Assign and sort client returns by staff members, then re-assign each return as it changes hands within your firm, to monitor team workloads and return status. ProConnect intelligently predicts the tax forms and suggests what is needed for a client based on data and common workflow patterns. No manual data entry with Intuit Link request needed. Drag and drop client’s tax documents directly into their return.

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