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.
"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
4.1 of 5