What you lose without Answering Service for Tax Preparers (Lacerte).
Lacerte intake manual
No AI native
Tax season volume
Answering Service for Tax Preparers tuned for Lacerte.
Tax season volume scaling
Lacerte get flat pricing through Jan-Apr peak. No per-minute surge.
Books appointments live
AI captures filing status, complexity, and books with the right preparer.
Tax software sync
Lacerte, ProConnect, Drake, UltraTax, ProSeries, TaxDome.
Document intake
AI directs clients to upload portal. Tracks completion. Books appointment when ready.
Bilingual standard
English and Spanish on every plan.
Flat $65/month
Tax-season peak volume hits without per-minute pricing.
Tax-season volume is brutal. Inquiries hit 5x normal. Office staff cannot scale. Per-minute services punish you exactly when volume hits.
Other Answering Service for Tax Preparers use cases
Deploy your Tax Answering with Lacerte today.
Forward your traffic, train Frontdesk on your business, go live in minutes, no new hardware, no contracts.