Lacerte Tax logo

Lacerte Tax

by Intuit
No reviews yet
ActiveAvailable globally
Quick facts
VendorIntuit
Year launched
StatusActive
LocationMountain View, California, USA.
Countries servedGlobal
Languages1
Integrations
Free tier
Free trial
Contact salesYES

About Lacerte Tax

Lacerte Tax is a tax preparation software from Intuit that supports tax professionals in efficiently managing client tax returns. It provides features such as automated calculations, comprehensive reporting, and e-filing capabilities, which help in ensuring compliance and accuracy. Additionally, Lacerte Tax offers integration with QuickBooks and client portals for improved collaboration. This software is designed to handle complex returns and has options for managing multiple entities. Key capabilities: automated calculations comprehensive reporting e-filing capabilities integration with QuickBooks client portals Best for: tax professionals that need a reliable solution for preparing and filing various tax returns.

Lacerte Tax by Intuit is a powerful accounting software solution designed primarily for the tax preparation and accounting industries. Initially released in the 1980s, it has evolved into a robust tool that offers extensive features aimed at simplifying the tax filing process for accounting firms and tax professionals. The software is known for its comprehensive form coverage, with over 5,700 forms available, allowing users to prepare tax returns efficiently and accurately. This wide range of forms ensures that tax professionals can handle a variety of tax scenarios for their clients, making it a versatile solution for firms of all sizes. One of the standout features of Lacerte Tax is its enhanced accuracy, which is achieved through the use of more than 25,000 diagnostics designed to spot errors and ensure that returns are complete and correct. This feature is especially beneficial for tax professionals who handle complex tax filings, as it helps minimize the risk of costly mistakes. Additionally, the software offers advanced protection through data encryption and an enterprise-level firewall, ensuring that sensitive client information is securely stored and transmitted.

Pros & Cons

What users like
  • +Comprehensive form coverage
  • +High accuracy with diagnostics
  • +Remote accessibility
  • +Advanced security features
  • +Integration with multiple apps
What users flag
  • High cost for smaller firms
  • Steep learning curve
  • Limited language support
  • Requires stable internet for remote access
  • Complex setup process

Features

Key features

Comprehensive Form Coverage
Over 5,700 forms to help prepare returns quickly.
Enhanced Accuracy
25,000+ diagnostics to ensure complete and accurate returns.
Remote Access
Access the software anytime, anywhere.
Advanced Protection
Data encryption and enterprise-level firewall.
Integration with Other Apps
Supports over 40 apps like Adobe, Office 365, and QuickBooks Desktop.

Additional features

Tax Advisory Insights
Integrated tax advisory insights.
Error Spotting Diagnostics
25,000+ error and informational diagnostics.
Remote Accessibility
Work from anywhere with remote access.
Data Encryption
Advanced security features.
Form Coverage
Comprehensive coverage with over 5,700 forms.
Integration with Other Apps
Host over 40 supported apps.
Client Portal
Intuit Link for client collaboration.
Automated Data Conversion
Convert previous tax year data.
K-1 Transfer Utility
Transfer data efficiently.
Financial Institution Download
Download financial data directly.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
1
Interface languages
1
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD

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