What people complain about in Lacerte
5 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
- 5
- Avg severity
- 3.6/5
- 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
- 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
- Automated reconciliation tool that identifies depreciation calculation differences between tax software systems
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
- uses separate Lacerte, DMS, Docusign, Sage Timeslips, CPA cite, and Paygistix without integration
- Manually comparing numbers and trying to figure out why depreciation differs by $11
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 EngineAn 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 SuiteAccountant struggles to reconcile depreciation figures when onboarding clients from different tax software due to software-specific depreciation calculation differences.
3MediumAccounting & BookkeepingAccount Reconciliation / Discrepancy ResolutionDepreciationBridge
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.