Intuit, Inc. — Tax Import for Lacerte & ProSeries

 

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