Wiles wrote:Out on the internet, I was reading that UT does not give you the ability to update "next year's" depreciation schedule as you can do in Lacerte. In order to do so, you will need to purchase the Fixed Asset CS program.
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Another thing that we use in Lacerte is the custom filters and the many display fields for the Client List view. Does UT have this?
What Lacerte features do we lose or are dramatically different with the switch to UT?
What do you mean by "update next year's depreciation"? Do you mean adding assets acquired/disposed in 2014, inside the TY2013 software? Or do you mean, print/view a future depreciation report? UT has the latter, I've never heard of a software that has the former feature. UT does use the same set of depreciation data files across multiple years, so for example, if you have a client open in TY2013, you can only open that same client read-only in TY2012 due to a lock on the depreciation data file. (On the other hand, you can easily see the prior year amounts in the current year return, so the need to open the prior year simultaneously is not frequent). I worked two years in a shop that had Fixed Assets CS, but it was rarely used, at least on any of the returns I worked on, which included a pretty wide variety. However, it is a pretty powerful tool if you need it.
UT has highly configurable filters for selecting clients, it has a Data Mining feature, and it has a rich set of pre-configured client listing reports. Can't answer your question about printing appointment info on the organizer, but most things you can print from UT are highly customizable.
I also suspect you could talk to the UT sales people and get some kind of access to the UT user community forums for evaluation purposes, where you would probably get more specific answers to your questions.