Tax Software Integration

Lacerte / UltraTax / ProSeries / ATX / Drake Integration

ImagineTime can import and refresh client names, address, e-mail and phone information from the Lacerte, UltraTax, ProSeries, Drake and ATX tax programs. If you create the invoice in your tax preparation software, we can optionally import the invoice amount and date to enable you to quickly update your subsidiary ledger, cleanup time entries, and report client realization. Drake Integration imports 1040's and 1120-1120S-1065. Invoices and payments are not imported from Drake.

The address information will be refreshed for any previously imported clients. ImagineTime can use the same client ID as the one used in UltraTax, Lacerte, ProSeries, ATX or Drake. The one-time cost per module is $175.00.

The screen shot below shows the Lacerte import page for 1040 Clients.

Tax Software Integration for Accountants and CPAs

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