Lacerte® Add-Ons

Extend the functionality of your Lacerte software with these time-saving tools
and you'll have the power to get more done across your entire workflow.

Do Any Type of Tax Form

Quick Employer Forms Accountant

Generate your clients' payroll forms quickly with our web-based application accessible directly from ProSeries.

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Save Time Entering Data

Intuit Link

A secure, online data collection tool for accountants that speeds up and simplifies client interaction.  

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Lacerte Tax Scan and Import

Quickly and reliably import data into your return with just a few clicks. The form reviewer tool allows you to check and edit data before importing.

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Grow Your Practice


Clients can enjoy the convenience of paying tax prep fees out of their refund, and you get paid fast.  Earn $10 for each funded federal transaction.

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American Express Serve

Earn $15 for every eligible IRS refund added onto a new American Express Serve® Card

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Add Value For Your Clients

Intuit eSignature

DocuSign and Intuit have teamed up to bring you a new electronic signature process that simplifies the way you recieve client signatures.

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Presentation Products

Make your finished returns look more professional with Lacerte Supplies

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Lacerte Tax Planner & Analyzer

Save time and money with two of our most popular productivity tools — Lacerte Tax Analyzer and Lacerte Tax Planner.

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Archive Documents

Smart Vault and Document Management System (DMS)

Choice of online document storage (with secure file sharing solution) or local storage, built for accountants.  

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