Lacerte is one of the tax applications Filed prepares returns into. Filed organizes the source documents, builds the workpaper, and loads reviewer-ready data into Lacerte using automation that follows the same steps a preparer would.
Your team keeps reviewing and filing inside Lacerte. Filed removes the manual data entry in front of the return, so prep starts from clean, organized data instead of a blank form.
Filed is an independent product that can be used alongside Lacerte to automate tax preparation workflows. Filed is not affiliated with, endorsed by, or partnered with Lacerte.
How it works
- Load reviewer-ready data into Lacerte
- Built for individual and business returns
- Keep your existing review and filing process in Lacerte
- Cut the manual data entry in front of the return
The questions firms ask us
Filed prepares the return data from the source documents and loads it into Lacerte using automation that follows the same steps a preparer would, so entries land in the right fields.
Yes. Filed prepares and organizes the data, and your team reviews and files inside Lacerte exactly as you do today.
Filed prepares both individual and business returns, from individual filings to more complex entity work.