ℹ️This feature is part of the Scale Plan. Upgrade anytime.
Financial Cents integrates with Lacerte through our Google Drive two-way sync. Print or save tax returns from Lacerte to a Google Drive folder, and they will automatically appear in the matching client folders inside Financial Cents.
No extra steps. Your tax documents stay organized alongside your client work in 1 place.
How It Works
Save or print a tax return from Lacerte to a client folder in Google Drive
We automatically sync the file into that client's folder in Financial Cents
Your team can preview/download it in Financial Cents or click to open it in Google Drive
💡Pro Tip! If you install the Google Drive desktop app on your computer, you can print directly from Lacerte to your local Drive folder. The file flows from your desktop to Google Drive to Financial Cents automatically.
Getting Started
1. Import your clients from Lacerte
Export your client list from Lacerte and import it into Financial Cents using a CSV file.
2. Connect Google Drive
Set up the Google Drive two-way sync so files move between Google Drive and Financial Cents automatically.
3. Start printing tax returns to Financial Cents
Once your clients are linked to folders in Google Drive, any file you save or print from Lacerte into that folder will appear in Financial Cents within minutes.
FAQs
Is this a direct integration with Lacerte?
Financial Cents connects to Lacerte through Google Drive. You save or print files from Lacerte to a Google Drive folder, and the two-way sync brings them into Financial Cents automatically.
What do I need to get started?
A Financial Cents account on the Scale plan and a Google Drive account. Follow the links in the Getting Started section above to set everything up.
How long does it take for files to sync?
Files typically appear in Financial Cents within a few minutes. The initial full sync (if you choose to sync existing files) takes under 10 minutes for most accounts.
Can I also send files from Financial Cents back to Google Drive?
Yes. The two-way sync works in both directions. Files added in Financial Cents appear in the linked Google Drive folder, and files added to Google Drive appear in Financial Cents.