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Discussion Forum Index --> Business Growth Community --> LACERTE SOURCE DOC AUTO-ENTRY

Mikelim (talk|edits) said:

13 November 2006
I just got an email on this...apparently, you can scan source docs like W-2's, 1099's, and it will automatically input them into the Lacerte Software.

It's about $500. I don't plan on paying more for it, just because it has limited usefulness in my eyes. Most people have 1 or 2 W-2's, and this is not where most of the data entry time comes in.

Anyone else think this looks interesting?

Dennis (talk|edits) said:

13 November 2006
Discussion:Intuit Robot Strikes

DZCPA (talk|edits) said:

14 November 2006
If you only do a few hundred returns - do not bother, too expenseive. We will try it this year with the over 2,200 returns we do. We will be scanning W2s anyway for out paperles storage so why not do it all at once (input/storage).

Mtmckeecpa (talk|edits) said:

14 November 2006
I use Proseries and scan to DMS now...so if the Proseries auto-entry saves time, reduces data entry error, buy it.

I don't think you need to prep 2,200 returns to justify the cost...to me it is about automation, saving time, keeping current with technology and change.

As DZ says, it if you are scanning anyway why not take the next step and do it all at once. Makes sense to me.

$350 isn't much to pay to improve, IMO, efficiency and productivity.

Natalie (talk|edits) said:

November 14, 2006
What is "IMO"?

Tdoyle (talk|edits) said:

November 14, 2006
IMO stands for "In My Opinion". Can someone please add it to the Acronyms page?


- Tim Doyle, TaxAlmanac Moderator - Talk to me 07:42, 14 November 2006 (CST)

Chase (talk|edits) said:

14 November 2006
I certainly don't do 2,000 returns but I'd rather be out networking, golfing, etc. when I can, than have to do the data entry, if the system works. I have enough clients where I was thinking about paying someone to help me this year just for the data entry side of it so that I can focus on the overall picture and review. I'm definitely going to check it out because I'm scanning all of that stuff in anyway. Just my 2 cents.

Emmajoe (talk|edits) said:

23 January 2007
We are currently experiencing difficulties with the recognition of Lacerts source doc auto entry. We've contacted Lacert support and have everything set up correctly, and it's only getting about 50% accuracy. Their tech support claims that no one else has been experiencing problems. It this correct? Is anyone else experiencing problems with auto entry?

Neilcpa (talk|edits) said:

23 January 2007
For us Proseries users, we are still waiting for the software to be updated for use.

Johnboy (talk|edits) said:

23 January 2007
Yes emmy we are having same problems at our office.


Sea-tax (talk|edits) said:

24 January 2007
I choose not to go with the auto source doc this year. I use lacerte and have enough clients to warant it. My reason not to use it is I am not convinced it is up to snuff yet. i figure let them work all the bugs out and have w-2's and 1099's start to be standardized and then I will give it a try.

Skylax (talk|edits) said:

30 January 2007

This comment posted on another board/

Skylax (talk|edits) said:

30 January 2007

I have been using SDAE for 3 weeks now.I am very disappointed. The idea is very cool, but in my opinion this is "beta" software which I (and others) am testing for Lacerte AND paying $650($450 for non- network version) for the privilege of doing so, is not ready for this world.

I use a 5120c Fujitsu scanner (sold to me by Lacerte.) I have a more than adequate amount of RAM and Hard Drive. I am fairly "geeky" when it comes to technology.

But this product is not ready for me.

It takes a LOT of time for the OCR (Optical Character Recognition)software to read the info on the W2s.It is slooooooow. I can enter the info by hand faster. The OCR is reading around 75% accuracy. (not good enough in my book) It is not as user friendly as it should be. (Do I save the erroneous OCR or the corrected input?..........Can you show me how!)

I REALLY want this product to work! Lacerte(Intuit) is a very forward thinking, innovative company with (obviously) smart geeky humans working on how to make our tax prep lives easier. I really appreciate that. But SDAE is not quite ready and I am asking for my $ back. $650 to me is food for my family for a month. I am a sole proprietor who feels that Lacerte tax software is a luxury item that I pay because I feel that it does a good (OK, great)job for me.

But I got sucked into the sales pitch. It takes me longer to do a tax return with it.

Maybe next year?

Mauimark (talk|edits) said:

January 30, 2007
I'm a 20 year Lacerte user and a big fan. But this OCR stuff has been disappointing for me so far. I really want it to work. Oh well....

KMBAMB (talk|edits) said:

17 March 2007
I agree. I bought the Lacerte auto source doc and I am very disappointed. We are a small town and it won't read our school W-2's, nor either bank 1099s. I spend all my time trying to correct the entries it won't read. Won't purchase again until it's improved.

Alpha1 (talk|edits) said:

7 November 2013
I would be interesting in speaking with any tax professional who has had a positive experience

with Pro-Series Tax Import in their tax practice. If you email me directly, @ sbm@netcarrier.com, I would like to speak with you.

Alpha1 (talk|edits) said:

7 November 2013
I would be interesting in speaking with any tax professional who has had a positive experience

with Pro-Series Tax Import in their tax practice. If you email me directly, @ sbm@netcarrier.com, I would like to speak with you.

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