Lacerte is perfect for tax firms with individual and business clients
Lacerte customers saved up to 52 minutes on every complex return1.
- Lacerte provides integrated tools and automated calculations to speed through the toughest returns
- Unique interface designed with time-savings and fewer clicks in mind – direct access to all forms and a flat worksheet-based design for fast, heads-down data entry
- 27 built-in time saving features such as the Missing Client Data Utility, K-1 Transfer and E-signature tool – designed for reducing hassle and data processing time
Prepare virtually any return with confidence.
- Lacerte includes over 5,700 of the most complicated forms for individuals and businesses
- In-product alerts regarding tax law changes
- Changes are auto re-calculated on corresponding forms
Backed by strong diagnostics and support for 34+ years.
- 18,000+ error diagnostics designed to help uncover mistakes, omissions and ensure max refunds with fewer rejected returns
- Toll-free US-based phone customer service
Lacerte Tax helps professionals complete far more returns in much less time. From assisting you in moving data seamlessly between your accounting and tax prep systems, to speeding you through preparation, Lacerte helps you finish faster.
Existing Customers: Renew now to get the best available pricing.
Everything you need to succeed
Move seamlessly across your accounting and tax workflow and speed through preparation faster.
INTUIT LINK — NEW
Secure: Store all the data for a client in a single web portal with bank-level security.
Convenient: Easily send requests and data back and forth between you & your client.
Comprehensive: Both tax preparer and client dashboards provide clarity on what documents have been submitted and what data is still missing.
PDF ENHANCEMENTS— NEW
Bookmark PDF: Navigation tool that allows you to quickly locate and link to points of interest within a PDF document
Email PDF: Email PDF’s safely and securely via encrypted link. Clients can access their returns anytime and from anywhere – guaranteeing they are viewing the latest version.
EMPLOYER DIRECT DOWNLOAD
Reduces data-entry time through direct download of 1099 and W-2 information from financial institutions
Over 230 banks and payroll providers supported
Lacerte makes it easy.
Time-savings features, forms, tools and support help you complete more returns in less time.
"Excellent product, easy to use, and exceptional customer support! As a
first timeuser, I was impressed with how easy it was to learn the most effective way to use the software. I highly recommend Lacerte."
Brown Welch McAllister
"I had used Lacerte before switching to what I thought was an inexpensive software. But, it cost me more in time and money. (With Lacerte) I have been able to do my returns in half the time it took me with the other software."
Sheila Smith, Madison Wisconsin
"This experience has turned me into the biggest promoter of Lacerte. I tell all of my colleagues not to take Lacerte for granted. No tax software is perfect, but Lacerte is as good as it gets. I know I’ll never switch again."
Marc Simmons, CPA
1. Based on an Intuit survey of Lacerte customers conducted in July 2014, in comparison to their previous method for preparing returns. On average, customers saved up to 52.6 minutes per complex return and up to 19.1 minutes on a simple return.