Task and Engagement Tracking for Lacerte

Track and manage the status of each tax return, painlessly.

It’s fast. It’s powerful. And, it’s plugged into Lacerte. What’s not to love?
Brian G.
Director of Finance

Transform How You Use Lacerte

Sync Lacerte files and control engagements with one-click integration, from status updates and assignments to time tracking and billing.

  • Link Lacerte files to BigTime so you can control engagements, including status, assignments, time-collecting, and billing
  • Access operational capacity, optimize cash flow, and foresee issues before they arise
  • Easily monitor and analyze progress with on-screen dashboards

Control from One Efficient Dashboard

Use BigTime to work smarter within Lacerte through a single dashboard.

  • Customize user rights and views for staff
  • Group and filter engagements
  • Assign engagements in bulk, or individually
  • Manage recurring assignments
  • Drill down into budgets, dates, and tax data

BigTime Integrations

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QuickBooks
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Salesforce
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Slack
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Google Apps
Zapier

A smarter tax practice.

Learn how a business tax and advisory firm uses BigTime to manage all aspects of its practice.