Tackle even the toughest returns with confidence.
Over 6,400 Forms
Serve the widest range of clients with support for multistate, K-1s, consolidated corporations and more. Form modules include 1040, 1041, 1065, 1120, 1120S, 706, 709, 990 and 5500.
Increase accuracy and efficiency with automated calculations for depreciation, amortization, debt forgiveness and more.
Get relevant guidance when and where you need it with just a click, in context, without interrupting your workflow.
See Point of Need Guidance in action (1:19)
See the Missing Data Utility in action. (4:15)
Save up to 38 minutes on every complex return.1
Streamlined Data Input
Speed through data entry with direct access to all forms and a flat worksheet-based design.
Missing Data Utility
Easily keep track of any missing client data and send requests with a click.
Automatically import partnership, S-Corp and fiduciary tax data into individual returns or between business returns.
Solidify accuracy and compliance with strong support.
Over 25,000 Diagnostics
Lean on advanced diagnostics that automatically catch errors or omissions to bring you more peace of mind.
Tax Law Alerts
Effortlessly stay up-to-date on tax law changes with in-product notifications to keep you informed.
Dedicated Customer Service
Call our US-based product experts toll-free anytime you have a question, and quickly get the help you need.
Get the benefit of our free Easy Start program the moment you join the Lacerte family. Easy Start is one of the industry's only programs focused on a hassle-free transition and first-year success. You'll get automated data conversion, personalized support from Lacerte specialists, a personalized training portal, step-by-by emails and checklists, and more.
eSignature Plus Payments — Request signatures and payments in a single step, with e-file compliance.
Link — Connect with clients, gather their tax info and keep track of it all in one password-protected portal.
Tax Reform and Tax Planner — Offer year-round custom tax planning and advice on tax reform changes to help reduce client tax liability.
Get tips and insights to make the most of your software and make an even more meaningful difference in your clients’ lives. Access free webinars, videos, training workshops and other resources that quickly get you up to speed on the topics that matter most to you.