Solution Reviews
Lacerte DMS
Website: http://lacerte.intuit.com/index.jsp
Catagory: Enterprise Content Management - Accountants in Public Practice
Best Fit
Small firms 500 - 1000 Returns. Best when combined with Lacerte Tax Processing
Strengths
- Double-click access to searchable electronic data.
- Store any type of information you keep in your paper files.
- Search by document name, category, date, type or size.
- View, edit, fax or email information instantly.
Brief Product Description and Pricing
Lacerte DMS is designed primarily as an add-on application for the Lacerte tax preparation software. As such, its value is significantly increased if you are using both applications.
Lacerte DMS is very simple in its design and is a practical solution for the small firm or sole practitioner.
INSTALLATION & CONFIGURATION
Lacerte DMS is designed as a desktop application and utilizes a database for storing the document files. The database can be configured for storage on the local PC or as a shared database on a network server. In either configuration, the software is installed on each computer. There are no specific hardware requirements beyond a typical Windows-based software application, other than extended storage capacity.
USER INTERFACE
The interface follows the same look and feel as the Lacerte tax software interface. The organization of document files is client centric. Each client has a folder structure established, similar to Windows Explorer folders. Folder templates can be established and assigned to clients as appropriate. In addition to the documents, each client folder has a client information tab and an issues tab. A third-party application serves as a built-in *.PDF viewer, which allows you to view *.PDF files and apply annotations. This tool also provides integration with any MAPI-compliant e-mail system. Documents can be sent with or without annotations. The scan window allows you to view a scanned document in thumbnail view and reorder, rename and bookmark pages.
Initial License Fee $600 , annual maintenance fee of 25% of the current License price. Visit web-site or ask about limitations and restrictions.
Lacerte DMS is very simple in its design and is a practical solution for the small firm or sole practitioner.
INSTALLATION & CONFIGURATION
Lacerte DMS is designed as a desktop application and utilizes a database for storing the document files. The database can be configured for storage on the local PC or as a shared database on a network server. In either configuration, the software is installed on each computer. There are no specific hardware requirements beyond a typical Windows-based software application, other than extended storage capacity.
USER INTERFACE
The interface follows the same look and feel as the Lacerte tax software interface. The organization of document files is client centric. Each client has a folder structure established, similar to Windows Explorer folders. Folder templates can be established and assigned to clients as appropriate. In addition to the documents, each client folder has a client information tab and an issues tab. A third-party application serves as a built-in *.PDF viewer, which allows you to view *.PDF files and apply annotations. This tool also provides integration with any MAPI-compliant e-mail system. Documents can be sent with or without annotations. The scan window allows you to view a scanned document in thumbnail view and reorder, rename and bookmark pages.
Initial License Fee $600 , annual maintenance fee of 25% of the current License price. Visit web-site or ask about limitations and restrictions.
Technical Specifications
Windows Server 2003 or higher, Windows based workstations.
Integration with Accounting and Ease of Setup
Lacerte DMS integrates with Lacerte Tax and Intuit ProSeries, and may integrate at some point with QuickBooks, but that is undetermined at the time of this review. The client list can be imported directly from the tax software. Users can print directly from Lacerte or ProSeries to the document management system. A print driver is included that allows for printing from any Windows application into the document management system as a PDF file. When the print driver is activated, the system will prompt the user for the client and other index values required to store the document. A unique feature allows users to remove annotations from the document before it is sent as an e-mail attachment.
Representative Client List (if available)
- Barry C. Picker CPA
- Ryan Solin, Solin and Associates
- Sheila Bodine, J. Kirk Gray, PC
- Steven Brewer, Sizemore & Brewer, CPAs
Company History and Contact Information
Lacerte Corporation was acquired by Intuit and operates as part of the Intuit.
As a large national software provider, Intuit has offices around the world.
To contact Intuit, visit http://www.intuit.com/about_intuit/locations/ for specific contacts or an office near you.
As a large national software provider, Intuit has offices around the world.
To contact Intuit, visit http://www.intuit.com/about_intuit/locations/ for specific contacts or an office near you.
Commentary (The following is provided by the Editor with notes and comments from others.)
The information provided herein is not warranted in anyway and is subject to change without notice.
We recommend that you confirm information contained herein with the appropriate manufacturer or reseller.
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