Why Our Firm Switched From Lacerte® to ProConnect™ Tax

Why It Matters

The transition illustrates how cloud tax platforms can cut infrastructure costs, boost remote productivity and keep accounting firms competitive in a rapidly digitizing market.

Key Takeaways

• Boscia & Boscia PC moved from Lacerte to ProConnect Tax
• Cloud-native platform removes need for on‑premise servers and VPNs
• Multiple returns open in separate browser tabs for cross‑reference
• In Use filter and Smart Return automate entry, boosting speed
• Switch readies firm for decade‑long, technology‑driven tax practice

Pulse Analysis

The tax software landscape is undergoing a rapid shift from desktop‑bound solutions to cloud‑first platforms. Legacy products like Lacerte have long dominated the market, offering deep functionality for complex returns. However, the rising demand for flexible, anywhere‑accessible tools has spurred vendors to invest heavily in SaaS offerings. ProConnect Tax leverages Intuit’s cloud infrastructure to deliver continuous updates, reduced hardware dependencies, and a subscription model that aligns costs with firm growth, positioning it as a compelling alternative for midsize practices.

For Boscia & Boscia PC, the migration unlocked tangible productivity gains. By logging into a browser, staff can work from home, the office, or while traveling without the latency of VPN tunnels. The ability to open multiple returns in separate tabs simplifies cross‑checking, while the “In Use” filter declutters screens, focusing attention on populated fields. Smart Return’s AI‑driven data capture further accelerates entry, offsetting the loss of some Lacerte‑specific export functions. These efficiencies translate into shorter cycle times and higher billable capacity, directly impacting the firm’s bottom line.

Industry‑wide, the move signals a broader acceptance of cloud tax solutions as the new standard. Firms that cling to on‑premise software risk higher maintenance costs and limited scalability, especially as client expectations for secure, remote collaboration rise. Cloud platforms also enable faster adoption of regulatory updates and integration with emerging analytics tools. As more practices evaluate similar transitions, vendors will need to balance legacy feature sets with innovative, user‑centric designs to retain market share. Firms considering the switch should pilot key workflows, assess data migration pathways, and weigh the long‑term strategic advantage of a cloud‑first tax practice.