What people complain about in Lacerte
6 reported problems name Lacerte as what the person is currently using. Below is what they said was missing, and what they resorted to instead.
- Complaints
- 6
- Avg severity
- 3.5/5
- Would pay to fix
- 1
- Industries
- 1
What they wish it did
Capabilities people described needing that Lacerte does not give them, taken from the highest-scoring problems first. These are individual accounts written in each person’s own terms, so two entries may describe the same underlying gap in different words.
- Structured onboarding and training software with built-in feedback and progress tracking for tax associates
- Knowledge management system that captures firm-specific SOPs and preferences
- Integrated learning platform that links tax concepts with software training
- Automated reconciliation tool that identifies depreciation calculation differences between tax software systems
- Unified billing and portal platform that natively integrates tax prep time data into invoicing
- All-in-one client portal combining document exchange, e-signature, and payment processing
What they do instead
The manual processes people built around the gap. A long workaround list is the strongest evidence a problem is real: someone is already paying for it in time. Where several people described the same workaround, it is marked.
- Creates own SOPs
- Tracks common mistakes
- Documents reviewer preferences
- Researches tax issues independently
- Learns Lacerte on own
- Manually comparing numbers and trying to figure out why depreciation differs by $11
- uses separate Lacerte, DMS, Docusign, Sage Timeslips, CPA cite, and Paygistix without integration
Industries
The problems themselves
Highest opportunity score first.
Intuit has discontinued desktop versions of QuickBooks and is forcing users to subscription-based online software, which is seen as greedy and undesirable, and I need an alternative for bookkeeping and payroll that I can own outright rather than renting via subscription.
4HighAccounting & BookkeepingAccounting & Financial ManagementDesktopKeep Accounting SuiteA new tax associate receives minimal mentorship and structured training, relying on self-directed learning and peer feedback to prepare complex tax returns.
4HighAccounting & BookkeepingTraining & OnboardingTaxMentorTax preparers waste significant time on repetitive manual steps in tax preparation workflows, especially in trial balance mapping, review processes, client document collection, and data entry.
4HighAccounting & BookkeepingWorkflow ManagementAutoTax Workflow EngineAccountant struggles to reconcile depreciation figures when onboarding clients from different tax software due to software-specific depreciation calculation differences.
3MediumAccounting & BookkeepingAccount Reconciliation / Discrepancy ResolutionDepreciationBridgeA firm transitioning from paper to digital needs software to manage tax workpapers, including scanning and input into Lacerte.
3MediumAccounting & BookkeepingDocument ManagementTaxPaperFlowAn accounting firm managing 1,200 clients with 8 staff needs a modern, integrated billing and client portal solution to streamline tax season workflows, replacing outdated, disjointed legacy software.
3MediumAccounting & BookkeepingWorkflow ManagementTaxFlow Suite
Read this fairly
These are complaints, and only complaints — nobody posts to say their software worked. A high count mostly reflects how many people use Lacerte at all, so this page is not a quality judgement and should not be read as one. What it is good for is the shape of the gaps: the specific jobs people could not get done, which are the same whether the tool is popular or not.