FinanceFinance Specific

Automate Lacerte with Caddi

Built for finance teams.

Intuit Lacerte is professional tax-preparation software for accounting and tax teams, integrated through a local ODBC and .NET SDK. Caddi automates the document extraction and data movement around it so returns move through the process without rekeying.

How it works

Automating Lacerte takes one screenshare.

Show Caddi the Lacerte workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.

  1. 1

    Record it once

    Screen-share the Lacerte task the way you already do it.

  2. 2

    Caddi builds it

    It writes verified code, tests it, and connects the rest of your stack.

  3. 3

    It runs for you

    The automation runs on demand, every time, with no model in the loop.

The details

What Caddi does with Lacerte

Why teams automate Lacerte

Tax season is bottlenecked by moving documents and figures between Lacerte and everything else. Caddi runs that extraction and data movement so preparers spend time on the return, not on data entry.

Loops Caddi runs against Lacerte

  • Tax document extraction

    Recommended pattern
    1. Lacerte
    2. Laserfiche
    3. Microsoft Excel

    Caddi extracts data from source tax documents, moves it into Lacerte, and files the originals with the right client metadata.

  • Return data movement

    Recommended pattern
    1. Lacerte
    2. QuickBooks
    3. Salesforce

    Caddi moves return and client data between Lacerte and the accounting system, reconciles the figures, and surfaces variances.

  • Deliverable filing

    Recommended pattern
    1. Lacerte
    2. Google Drive
    3. Salesforce

    Caddi files completed Lacerte returns, applies firm document metadata, and closes the related client task.

Where finance teams use it

  • Client onboarding & account opening

    Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in Lacerte with no rekeying.

  • Meeting prep & follow-up

    Pull the right Lacerte data ahead of every client meeting, generate the prep packet, and log notes, tasks, and follow-ups when the meeting ends.

  • Reporting & archiving

    Generate household, performance, or compliance PDFs, file them with the right Lacerte metadata, and notify the advisor when the packet is ready.

  • Books, records & reconciliation

    Reconcile cash receipts, payments, and custodian feeds against Lacerte, and write the audit-ready record back to the right account.

Questions about automating Lacerte

Does Caddi have a real Lacerte integration?

Yes. Caddi runs verified code against Lacerte's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Lacerte is reviewed before it runs in production.

Do I need engineering help to automate Lacerte with Caddi?

No. You demonstrate the workflow once — clicking through Lacerte the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Lacerte data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Lacerte with no model in the loop.

Can Caddi connect Lacerte to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating Lacerte, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

Often automated alongside Lacerte

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See it on your stack

Ready to automate Lacerte?

Drop your work email and we'll show you Caddi running end-to-end against Lacerte and the rest of your stack.