Integrations: Lacerte

Task and Engagement Tracking for Lacerte

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

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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

QuickBooks
Sage Intacct
Salesforce
Slack
Google Apps
Zapier

A smarter tax practice.

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