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Hello I am newly working with a CPA firm that is transitioning from OfficeTools since it no longer updates Lacerte simultaneously. I wanted to ask the community on what would be a better solution other than OfficeTools, or is a possible zapier type program able to reestablish the connection between OfficeTools and Lacerte?
Context: I am in Admin so I am not a tax preparer so we aren't trying to change anything dealing with using Lacerte this is merely a question on a program similar to officetools that allows us to enter in information in one system and have it updated to other other intuit lacerte programs we have.
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- 6 months ago
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