Lacerte Client Portal

The links for the lacerte client portal Portal have been listed below. All of the related Lacerte Client Portal pages and login addresses can be found along with the lacerte client portal’s addresses, phone numbers. lacerte client portal portal pages are updated regularly by the intuit. If you have any questions related to the process of portal login for lacerte client portal, you can report it directly to intuit.

Last updated 14 Jun, 2021
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To log in to intuit Portal, follow these steps.
  1. Go to the Lacerte Client Portal Portal Page via “intuit”.
  2. Use your login credentials for the Lacerte Client Portal Portal
  3. If you have a problem reaching out to the Lacerte Client Portal Portal or making a login, check the Troubleshoot section.
https://proconnect.intuit.com/lacerte/add-ons/archive-documents/

Both are seamlessly integrated with Intuit ProConnect Lacerte. Lacerte ® Document Management Custom branded portal for file sharing with clients.

1,444,570
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Service Status
8h ago
Last Checked
https://proconnect.intuit.com/lacerte-link/

Link is a secure online portal that helps you get the client information you need in an organized and convenient way. Link comes included with your Lacerte

886,196
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15h ago
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https://proconnect.intuit.com/lacerte/add-ons/

Lacerte Add-Ons let tax professionals work more efficiently, from web-based tools that make Many clients don't want to worry about paying their tax prep fee.

3,635,324
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22h ago
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https://accountants.intuit.com/login.jsp

By clicking Sign In, you agree to our. Terms of Service and have read and acknowledge our Privacy Statement. I forgot my user ID or password; Try something

2,613,821
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7h ago
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https://proconnect.intuit.com/lacerte/

Serve the widest range of clients with support for multistate, K-1s, consolidated corporations and more. Form modules include 1040, 1041, 1065, 1120, 1120S,

3,802,362
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1h ago
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https://accountants-community.intuit.com/questions/280676-software-for-website-client-portal

Sep 1, 2013 - Our firm is looking to start using client portals on our website, is there a software that would be good to get client information directly from lacerte or dms to the

4,708,414
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20h ago
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https://accountants-community.intuit.com/articles/1606679-using-intuit-link-in-lacerte

Easily send the tax organizer (checklist and questionnaire) from Lacerte; Capture all client tax data through a single portal; Speed up your workflow by using one

860,522
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5h ago
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https://proconnect.intuit.com/lacerte/add-ons/archive-documents-compare/

Compare features of the Lacerte Document Management System (DMS) and Intuit ProConnect Lacerte Integration Secure custom-branded client portal.

2,245,872
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23h ago
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https://www.efilecabinet.com/dms/

Lacerte DMS users can switch to eFileCabinet's electronic document management system to avoid the instability of Client Portals – Winner SecureDrawer.

3,370,595
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18h ago
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https://www.smartvault.com/accountants/

with online document storage and secure client portals, integrated with your Lacerte and DocuSign and have reduced the number of clients on extension by

2,563,074
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11h ago
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https://www.smartvault.com/resource/webinar-lacerte-proseries-tax-recorded/

Learn how to use SmartVault with Lacerte & ProSeries. How to quickly print and share organizers and tax returns securely through our integrated client portal

3,680,350
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21h ago
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https://www.smartvault.com/resource/enhance-workflow-client-portals/

How to get the most out of your workflow with a built-in client portal. Known as SmartVault for Intuit Lacerte and SmartVault for Intuit ProSeries, the pairing of

1,305,631
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15h ago
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https://support.smartvault.com/Other/Additional_Resources_for_New_Users/Printing_Tax_Returns_to_SmartVault_from_Intuit%C2%AE_Lacerte%C2%AE_or_Intuit%C2%AE_ProSeries%C2%AE

Jump to Clients/clientname/Tax Files/TYxx/Tax Returns - Your clients will not see or have access to other folders when they log in to the client portal.

2,699,606
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22h ago
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https://support.smartvault.com/Product_Features/SmartVault_Dashboard/SmartVault_Dashboard_How-To_Guides/Adding_Clients_Using_the_SmartVault_Dashboard

Feb 18, 2019 - Creating Clients in Lacerte or ProSeries and Importing Them into Adding Clients Via the Portal. 1. Sign in to the SmartVault Portal. 2.

4,645,686
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11h ago
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https://www.efilecabinet.com/lp-lacerte/

Client sharing portal (included); Desktop OR Online version; Regulatory compliance, Join the thousands of other happy Lacerte users on the best DMS for

4,166,102
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Service Status
4h ago
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https://www.cpapracticeadvisor.com/home/article/10274887/intuit-lacerte-document-management-system

Lacerte DMS is very simple in its design and is a practical solution for the Each client has a folder structure established, similar to Windows Explorer folders.

537,127
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Service Status
19h ago
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Report your issue

Troubleshoot

If you have any problem while entering the Lacerte Client Portal Portal, troubleshoot as below.

  1. Make sure the Caps Lock is turned off.
  2. Delete any cookies and cache in your web browser.
  3. Make sure your internet is active and you are connected to the Internet before attempting again.
  4. Avoid using VPN.
  5. Following these instructions will help you with your forgotten password.
  6. You can contact us if you still have trouble accessing your account. We will contact you soon to resolve the issue.