You live up to your reputation for being the best.
Your software should too.
Comprehensive
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.
Automated Calculations
Increase accuracy and efficiency with automated calculations for depreciation, amortization, debt forgiveness and more.
Instant Answers
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)
Fast
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.
K-1 Transfer
Automatically import partnership, S-Corp and fiduciary tax data into individual returns or between business returns.
Reliable
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.
Trust is earned. Success is shared.
"Ease of Use: 4.3/5.0"
Journal of Accountancy2
“The trial balance from QuickBooks to Lacerte is absolutely wonderful.
It saves me time on inputting my business returns.”
– PETER ANAND, COMPLETE BUSINESS SOLUTIONS, NEWARK, CA
Make a smooth transition with support at every step.
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.
Access seamless features within Lacerte, including:
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.
Stay at the top of your game with quick training.
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.
Tap into 32 built-in features designed to save you time on every return.
Jump to Input
Go from a line on the form to the corresponding input field in the Detail screen, and save 25 minutes per return.4
Lacerte e-File Center
Quickly e-file returns and extensions, track the progress of e-filed returns, generate reports, and send acceptance letters to your clients.
Financial Institution Download and Schedule D Import
Import data directly from your client's 1099, over 50 W-2 data hubs and over 230 financial institutions.
Get the right fit for your needs with customizable options.
Lacerte
Pay-Per-Return
Pay-as-you-go option perfect for preparing a lower volume of individual, state, and business returns.