800-200-7599
http://lacerte.intuit.com/products/tax-import/
http://proseries.intuit.com/products/tax-import/
2011 Overall Rating 4.5
Best Fit
Lacerte Tax and ProSeries Tax Professional users who would like to reduce time spent entering data into the tax application.
Strengths
- Innovative 1099DropOff.com website is easy to remember, and facilitates direct download of tax information from financial institutions.
- Client application integration into the tax software installation requires no additional installation or hardware.
- Easy to use & low cost single-use and bundle pricing makes tax document automation very affordable.
Potential Limitations
- Turnaround times for return processing may not be fast enough for those providing retail tax services.
- Only Intuit tax & document management application are supported.
- Lack of a supported Intuit add-in for Adobe Acrobat may hinder productivity for some.
Executive Summary & Pricing
The Lacerte version of Tax Import has a list price of $9.99 per return. Volume discounts are available, and unlimited imported 1040 returns are $1,499. The ProSeries version of the application has a list price of $8.99 per return, and unlimited 1040 returns are $999. These prices are very reasonable, and with the most expensive unlimited return plan costing $1,499 for an entire firm, this application represents an excellent value for small and mid-sized firms.
Core Product Functions/Features – 4
Paperless Workflow – 5
Integration – 4.5
Help/Support/Training – 4
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