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Intuit Tax Advisor is finally here. Start generating automatic tax strategies for individual clients.

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Q: How does Lacerte Tax communicate with QuickBooks Accountant?

Lacerte can connect with QuickBooks Accountant Desktop, and allow accountants to import data through the trial balance utility.

Q: How are the Lacerte packages structured? Are there options for pay-per-return and bundles?

Lacerte programs are available on an unlimited-use, fixed-quantity bundle, or pay-per-return basis. Choose whatever option is most economical for you, or a combination of both. For example, you can choose unlimited versions of the form types you'll use most often, and use our pay-per-return option to prepare less common forms.

I can handle the most complex returns with the flexibility to remotely staff my firm so I can delight my clients from anywhere^*

Try Lacerte Tax free

Or call us at 844-818-3677 to talk with a Lacerte specialist.
Learn more about providing valuable advisory services with Intuit Tax Advisor

Tackle the most complex returns with the powerful tax engine behind Intuit Lacerte Tax

Watch the Lacerte overview video

(4:49)

The Numbers

Everything you need to take on any return

Access over 5,700 forms and 25,000 error-spotting diagnostics–all on the web.* View all forms >
Increase productivity with 32 time-savings features, plus automatic updates, rolling backups and less time spent on IT hassles*
Gain protection beyond the limits of your computer or server–with data encryption, an enterprise firewall, and more–to help safeguard your clients’ tax information 24/7.*
4.75 out of 5 star rating*

View all features

Screenshot of forms available in Lacerte

NEW
Accelerate advisory with Intuit Tax Advisor

Now you can generate custom tax-savings plans for your clients in minutes using data automatically mined from a Lacerte tax return.*

Personalized tax strategies are generated with less work for you
Show estimated tax savings by strategy
Client-friendly reports can be customized with your firm logo and colors

Get my 3 free credits

Hosting

The best of Lacerte, now on the cloud

Connect your Lacerte software to the cloud with enterprise-level security, minimal IT work, and easy updates. Get anytime, anywhere multi-user access on any device, so your staff can work from the same data without any interruption. Attract top remote talent with the inherent work-from-anywhere capability of the cloud.^*

Get 50% off the first 4 months of Hosting when you add it to your Lacerte plan.^*

Hosting walkthrough with key benefits

(3:02)

Learn more about Cloud Hosting

Go from volume to value with Intuit Tax Advisor New

Now you can generate custom tax-savings plans for your clients in minutes using data automatically mined from a Lacerte tax return. ^*

Simplify signing with integrated eSignature Plus Payments

Offer your clients the modern way to sign and pay. Attach an invoice with the signature request to get payment and sign-off at the same time.^*

Get up to 20% off when you add eSignature to your Lacerte plan^*

View all integrated solutions

Create a custom-fit solution with our Lacerte package options

Let us help you find the right solution for your firm, your clients, and the efficiencies you want integrated

Lacerte 200
Federal 1040

A comprehensive collection of form sets best suited for preparing fewer than 200 individual federal returns.

Lacerte Unlimited
Modules

The same features of Lacerte 200 Federal 1040, plus unlimited individual and business returns.

Lacerte REP
(Fast Path Only)

Pay-as-you-go is perfect for preparing a lower volume of individual, state, and business returns.

Schedule a consultation View more pricing info

Enjoy the confidence that comes with free, unrivaled support and training that starts the moment you do.

Easy Start onboarding

Make your first year with Lacerte a success with personalized customer support, easy data conversion, and a success guide to walk you through installation, EFIN verification, and more.

Free product and professional training

Live or recorded webinars to get you up to speed, with options for CPE and CE credits.^*

Self-serve options

Knowledge base articles, point-of-need guidance in the software, and the Lacerte Tool Hub gives you multiple ways to get answers

Professional community

Connect with peers, industry leaders, and product experts to grow your expertise and practice.

View all support resources

See what peers and publications have to say about Lacerte.

"Overall 4.75/5.0"

CPA Practice Advisor^*

Tax Document Automation^*

CPA Practice Advisor^*

"I have trust in Lacerte. I know when I get my software that Lacerte has done all their due diligence to run the programs to make sure the software works correctly. I don't need to test it. I don't need to run scenarios. I know that I will have peace of mind going into tax season that when it starts my software is ready to hit the floor and run for me.”

Joni Terens, EA, Accurate Bookkeeping & Tax Services, Inc, CA

Get started today with proven tools you can trust to take on the most complex returns.

Try Lacerte Tax free

Or call us at 844-818-3677 to talk with a Lacerte Specialist.

FAQ

Lacerte overview

What are the key differences between Lacerte, ProSeries, and ProConnect Tax?

Lacerte Tax is a desktop or hosted product for large firms with complex returns. ProSeries Tax is a desktop or hosted product for small- to mid-sized firms that support individuals and small businesses. And ProConnnect Tax is Intuit's online professional tax software. Learn more about the key differences between Intuit's professional tax software options, or call our specialists to help you find the right fit for your practice at 844-671-4815.

How does Lacerte Tax communicate with QuickBooks Accountant?

How are the Lacerte packages structured? Are there options for pay-per-return and bundles?

Integrated tools

Is there an online version of Lacerte Tax?

Getting started

Can you convert my data?

Intuit Lacerte professional tax software can convert the data from most popular tax software products. This service is included in your cost. Learn more about data conversion.

Intuit offers various levels of training courses and how-to video tutorials to help get you up and running quickly on Lacerte. New users can take advantage of Intuit’s Easy Start first-year onboarding program, including a Success Guide and personalized training portal.

Offer terms
- 50% off Hosting for Lacerte for 4 months for new customers: 50% off the monthly plan price for 1, 2, or 3 new users of Hosting for Intuit Lacerte Tax software only. Promotional pricing for Hosting is based on 12 months of service using the number of authorized users on your account. The monthly price is $60 per user per month for the ﬁrst 4 months and $120 per user per month thereafter. Offer valid through January 30, 2023. Your account will automatically be charged monthly until you cancel. This discount cannot be combined with any other Intuit offer. Limited to one per customer. Sales tax may be applied where applicable. During the discount period you cannot add or remove users to the Hosting service; otherwise, the discount will be voided.
  
  eSignature offer for new customers: 20% off: Offer of Unlimited eSignature for tax year 2022 for $1,427, or 20% off MSRP. 14% off: Offer of a 14% discount on MSRP on 100+ eSignatures for tax year 2022. For each offer, product must be purchased by 5:00 PM PT on Friday, March 31, 2023. Offers valid only for new-to-Lacerte, new-to-ProSeries, or new-to-ProConnect customers (offer not available for current Lacerte, ProSeries, or ProConnect customers) at the time of tax software purchase. The purchase of 2022 eSignatures is applicable for usage in tax year 2022 Lacerte/ProSeries/ProConnect product only, valid through December 31, 2023. Validity does not apply to usage in other product years. Terms, conditions, pricing, features, service, and support options are subject to change without notice. For more information, please visit https://proconnect.intuit.com/esignature/.

Product information
- Trial information: The Lacerte evaluation includes Lacerte tax software for tax year 2021. The evaluation software will not e-file or print. Otherwise, it is fully functional. One copy per practice. New customers only.
  
  Integration information: Subscription for package or per-user basis required for add-on services. Account may be automatically charged until you cancel. Sales tax may be applied where applicable. Additional terms, conditions, and limitations apply, and persistent internet connection, supported browser, or mobile device and supported operating system required.
  
  Hosting for Lacerte: Hosting for Lacerte is a monthly subscription. Additional terms, conditions, limitations, and fees may apply. The number of Hosting for Lacerte subscriptions cannot be more than the number of Lacerte Fast Path licenses on your account. Each month, your account will be automatically charged the agreed-upon price unless and until you cancel. Cancel your subscription at any time by calling customer service. Hosting for Lacerte and ProSeries is powered by Right Networks. Contact Right Networks to contract additional third-party software. Persistent internet connection, supported browser, or mobile device and supported operating system are required. More about minimum technical requirements and system requirements can be found at https://helpdesk.rightnetworks.com/en-us/s/article/System-Requirements. For more information about Hosting for Desktop, please visit https://proconnect.intuit.com/desktop-hosting/.
  
  Intuit Tax Advisor: Additional terms, conditions, fees, and eligibility criteria apply. Graphics/images are for illustration only. You will need to log into the product to see actual numbers, and any impact is speculative and not guaranteed. Product offers, features, functionality are subject to change without notice.
  
  eSignature Plus Payments: eSignature is to be used at the preparer’s discretion. It is your responsibility to keep updated and compliant on which forms can be used/recognized in connection with federal and state e-ﬁle tax returns.
  
  Protection Plus: Protection Plus is subject to the Protection Plus Firm-Level Membership Agreement and limitations. Protection Plus is a registered trademark of Tax Protection Plus, LLC.
  
  CPE/CE credit information: CPE/CE credits available only for live webinars.

Claims
- 4.75 out of 5 star rating information: This recognition was given to Intuit Lacerte Tax for tax year 2019 in a June 2020 review from CPA Practice Advisor: https://www.cpapracticeadvisor.com/reviews/review/21140109/2020-review-of-intuit-lacerte
  
  #1 tax document automation information: This award in the Tax Document Automation category was presented to Intuit Tax Import for Lacerte and ProSeries for tax year 2020 in the CPA Practice Advisor Readers’ Choice Awards 2021: https://www.cpapracticeadvisor.com/accounting-audit/article/21215751/2021-readers-choice-awards-the-tech-getting-us-through-the-pandemic
  
  Terms, conditions, pricing, subscriptions, packages, features, service, and support options are subject to change at any time without notice. For more details, visit https://proconnect.intuit.com/lacerte/.