Lacerte Client Portal

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Updated: May 12, 2022

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Intuit.com

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TurboTax Online
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Intuit®: Complete Financial Confidence
Lacerte Features: SmartVault, eOrganizer..
Lacerte SmartVault and DMS - Intuit..
Simplify data collection with Intuit..

Social Handles

FAQs

1

Does Lacerte have a client portal?

Document Management and Client Portals for Lacerte & ProSeries. The #1 choice for DMS users who need a solution that can adapt to the needs of their firm.
2

What is DMS Lacerte?

Lacerte DMS Software Accounting Document Management System.
3

How do I access my Intuit link?

How do I use Intuit Link with ProSeries?
  1. Go to the Form 1040: Individual HomeBase.
  2. Locate the Intuit Link column.
  3. Click on Invite next to the client to receive the invitation. This will send the client data to Intuit Link. Continue with the steps below to send an invite to the client.
4

Is Intuit link free?

Link is a portal that simplifies and speeds up. data collection for you and your clients. *Intuit Link is free for 2014 Tax Year with your Intuit Tax Online Account.
5

How do I access my Intuit account?

You can get back into your account within minutes:
  1. Go to our sign in help page.
  2. Enter the phone number, email address, or user ID for your account. ...
  3. Check your phone or email for a message from Intuit or QuickBooks. ...
  4. When prompted, reset your password.
6

How do I get my pay stub from Intuit?

Get your pay stubs
Sign in to workforce.intuit.com. Select Paychecks. Select the appropriate date range. You can view multiple paychecks up to one year at a time.
7

What products does Intuit own?

Intuit is a global technology firm that creates financial software for consumers including those who are self-employed and own small businesses. Its products include QuickBooks, TurboTax and Lacerte, among others, as well as personal finance apps Mint and Credit Karma.
2. Smartvault.com

Intuit Lacerte & ProSeries DMS Replacement Option

https://www.smartvault.com/features/intuit-lacerte-and-proseries/clien...

Document Management and Client Portals for Lacerte & ProSeries. The #1 choice for DMS users who need a solution that can adapt to the needs of their firm.

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