Discussion:Lacerte Research Library

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KJ Judd (talk|edits) said:

9 October 2006
I've used Kleinrock research products this past year. I'm considering RIA Checkpoint for next year (although much more pricey). Now I see Lacerte is offering Lacerte Research Library. When I called, they said they were not able to offer a free trial period (which both Kleinrock & RIA did for a week or so without any issue). I like the price, but am concerned about not getting to kick the tires so to speak. Does anyone have any comments or additional info on this product? Is anyone else thinking of switching?

Michaelstar (talk|edits) said:

9 October 2006
I use Kleinrock & RIA. Aslo use the tax program Lacerte - surprised at their answer - well maybe not really. Ask them if you decide after a month of use you no longer want to use that part of the program - will they refund 11/12's of the cost? Please post back their answer.

Death&Taxes (talk|edits) said:

9 October 2006
Are they talking about a CD-Rom? For several years Intuit's Proseries has made a 'library' part of their power package. I use RIA, so I did not install it this year, but in the past it was Tax Analysts One Disk, which is fine if you do not mind the lack of editorial content.

KJ Judd (talk|edits) said:

10 October 2006
Death & Taxes, yes, they did say update was by CD. And the .PDF file a second Lacerte person e-mailed me says "Tax Analysts/Lacerte One Disc".

I did a little more research on-line & found you can order directly from Tax Analysts the One Disc package for $139 with monthly updates or $109 with quarterly updates. They also offer a Premium service for $359 (monthly) or $339 (quarterly update). And a basic and complete tax research library. Seems to me that if I want to go this route, I'm paying a lot for integration with Lacerte (and only individual this year).

I don't use the research all that often so I'm hesitant to pay RIA's much larger price. But I do like their product.

Michaelstar - you use both products. How would you compare them?

John of PA (talk|edits) said:

10 October 2006
As a Lacerte user I am looking forward to trying their new forms CD; however I have been using SFT Superforms for years and I like it, so to switch, there will have to be a real advantage with the Lacerte product.

John of PA (talk|edits) said:

10 October 2006
Does anyone know how Lacerte got into this forms CD and Research CD product. Did they buy another company, or are they paying another company to do it, or did they design it from scratch?

Death&Taxes (talk|edits) said:

10 October 2006
John: read my comment. Intuit has been using Tax Analysts for Proseries for a number of years. Tax Analysts is a well respected non-profit organization that publishes a number of weekly publications and puts out CD Rom Research tools such as compendiums of Court Cases, the One Disc research tool, and too many others to mention. I used to subscribe to One Disk because they would usually throw in one or two bonus disks, like Tax Treaties or Chief Counsel Memoranda, but stopped when Proseries included it as part of their Power Tax package. Go to http://www.taxanalysts.com to get some idea. This is a high quality organization, but as mentioned above, editorial content is lacking.

Kwcpa (talk|edits) said:

10 October 2006
John of PA - I'm not sure about the research CD - but the Forms CD is exactly the same as CFS (www.taxtools.com)so I assume intuit has acquired this from them??

Death&Taxes (talk|edits) said:

10 October 2006
CFS is still independent; these firms partner with each other. CFS may produce its disks with a Lacerte label on them and sell them to Lacerte.

John of PA (talk|edits) said:

10 October 2006
Thanks for this info, that makes sense that they are using CFS for the forms. And interesting D&T, I have been using the Tax Analysit One Disk for over 10 years. A friend of mine who is a tax partner at a very high profile DC law firm uses this product. I only get the subscription quarterly. If Lacerte has monthly only (more money), then I'll stay with dealing direct with Tax Analysis.


ReadMyLips (talk|edits) said:

20 September 2008
I use Lacerte tax prep software and am looking around at research products available. Has anyone used the Research Library that integrates with the tax prep software? I like the idea of the integration but it doesn't seem to have web based access, so you are limited to use on your own computer, which seems like a flaw.

In the past I have used CCH and RIA but find them to be somewhat cumbersome; they may have changed in recent years. I like the PPC Deskbooks and Klienrock is supposedly revamping their library.

Any feedback on the Lacerte Research Library and/or other favorites are appreciated.

Natalie (talk|edits) said:

February 20, 2010
I used Tax Analysts but didn't renew my subscription this year. I was shocked to discover I now have NO access to that material -- not even archive discs that have no expiration date. If I buy a book, I can refer to it for as long as it remains legible. Online libraries, however, seem to be another matter.

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