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Lacerte User Feedback



SurePrep Customer Satisfaction Rating

A Partner / Owner at a CPA Associates International member firm and Lacerte user would be likely to recommend SurePrep for this reason:

SurePrep has great customer service and a good product for the right price. SurePrep is allowing us to train our tax staff to become reviewers as opposed to data inputters. We are stretching our tax staff to learn quicker and that has everything to do with SurePrep’s autoflow of data from source documents into Lacerte.

SurePrep Customer Fact

A National Society of Tax Professionals (NSTP) member and Lacerte user said that SurePrep’s solutions increased their 1040 realization rate by 10-14%.

SurePrep Customer Fact

A CPA Associates International member and Lacerte user said that SurePrep’s solutions increased their 1040 realization rate by 15-19%.

SurePrep Customer Fact

A ReNew Group member and Lacerte user said that SurePrep’s solutions increased their 1040 realization rate by 15-19%

SurePrep Customer Review

A ReNew Group member and Lacerte user had the following feedback:

5/5 Stars

How our organization uses SurePrep:

We decided to go paperless and SurePrep made it possible.

Would you recommend SurePrep?

We are 100% paperless thanks to SurePrep. Yay!

SurePrep Customer Fact

A CPA Firm Management Association member and Lacerte user said that SurePrep’s solutions increased their 1040 realizations rate by 10-14%.

SurePrep Customer Statistic

SurePrep increases profitability for Lacerte users

67% of surveyed Lacerte users reported increased 1040 realization rates of 10% or more.

67%

SurePrep Customer Fact

Robert P. Weaver, a Lacerte user and Renew Group member, reported that SurePrep’s solutions increased his firm’s 1040 realization rate by more than 20%.

SurePrep Customer Review

A Lacerte user had the following feedback

4/5 Stars

How our organization uses SurePrep:

The standardized workpapers – workpapers that you can review anywhere. [This leads to] less paper.

Would you recommend SurePrep?

Yes. SurePrep is allowing us to train our tax staff to become reviewers as opposed to data inputters. We are stretching our tax staff to learn quicker and that has everything to do with SurePrep’s autoflow of data from source documents.

SurePrep Customer Review

5/5 Stars

How our organization uses SurePrep:

It has put our mind at ease. We no longer have to worry about having the right staff, we can fall back on SurePrep if things get tough.

Would you recommend SurePrep?

Yes. It has made things go more smoothly.

SurePrep Customer Satisfaction Rating

A Lacerte user would be very likely to recommend SurePrep for this reason:

It is a great product that I have used for more than 10 years.

SurePrep Customer Review

A Lacerte user had the following feedback

5/5 Stars

How our organization uses SurePrep:

It serves as the first step in getting client information into our system.

Would you recommend SurePrep?

SurePrep helped reduce my staff and make my firm less reliant on paper. I use SurePrep to deliver clients’ information back to them in an organized format.

SurePrep Customer Satisfaction Rating

A Lacerte user would be very likely to recommend SurePrep for this reason:

SurePrep is a robust software that saves time and improves efficiency. They also provide excellent customer service.

SurePrep Customer Fact

A Lacerte user reported that SurePrep’s tax productivity solutions increased their realization rates by 15-19%.

SurePrep Customer Fact

A Lacerte user rates SurePrep’s support as “excellent.”

SurePrep Customer Review

5/5 Stars

How our organization uses SurePrep:

We’re spending more time on looking at the information and its meaning rather than on clerical keypunch data entry.

Would you recommend SurePrep?

Having SurePrep is like having a first year person doing clerical work for pennies on the dollar.



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