Skip to content
Beyond Tax Prep: How Top Firms Extend Lacerte with Smarter Document Workflows

Beyond Tax Prep: How Top Firms Extend Lacerte with Smarter Document Workflows

Most Lacerte firms don't have a tax software problem. They have a workflow problem, and it shows up everywhere around the return: collecting documents, organizing files, delivering returns, and gathering signatures.
Published: August 3, 2026

You don’t need to replace Lacerte. This session is about strengthening Lacerte as your tax engine and everything that happens around it.

In this session, we’ll walk through where friction lives in the Lacerte workflow, show Auto-routing and the client portal in action, and give you a first look at SmartRequestAI. Whether you’re actively looking to tighten your process or just want to see what’s possible, you’ll walk away with a clearer path forward.

In this webinar, you’ll learn:

  • Where Lacerte firms typically lose the most time
  • What doesn’t need to change
  • How Auto-routing eliminates manual filing and naming errors
  • What’s possible with the client portal, eSignatures, and SmartRequestAI
  • A clear path to a stronger workflow

Reserve Your Spot