Lacerte® makes it easy to get started

Easy to get started with our new client services program – guaranteed.

Lacerte understands that switching tax software can seem intimidating. That is why we offer a wide range of live and self-guided training courses and videos to help you become an expert with our user-friendly and easy to navigate interface.


Client Service Specialist will guided you step-by-step through the data conversion process to ensure all of your prior years’ data is successfully migrated into Lacerte – ensuring you are ready for season.

Data Conversion

The Data Conversion process will move selected items from your current tax preparation software to your new Lacerte program. 

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New User Welcome Center

Learn how to get started with 5 easy steps and additional resources for new Lacerte customers. 

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Get help with Lacerte from Intuit's team of product experts.  Our "Ask Lacerte" feature provides a wealth of information for new customers.

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Experience a learning path specifically designed for tax preparers who are new to Lacerte.  

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Refer a Friend

Tell your friends about Lacerte and receive a $500 Amazon Gift Card, PLUS your friend will receive a $100 Amazon Gift Card. 

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"Excellent product, easy to use, and exceptional customer support! As a first time user, I was impressed with how easy it was to learn the most effective way to use the software. I highly recommend Lacerte to anyone in the professional tax space."


Brown Welch McAllister

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