Trial information: The Lacerte evaluation includes Lacerte tax software for tax year 2022. The evaluation software will not e-file or print. Otherwise, it is fully functional. One copy per practice. New customers only.
50% off Hosting information: New Customer Only: 50% off Hosting for 4 months with Lacerte: 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 December 31, 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.
20% off eSignature Plus Payments information: Offer of a 20% discount on 150+ eSignatures for tax year 2023. Product must be purchased by 5 PM CT on Thursday, Nov 30, 2023. Offer valid only for new to eSignature (offer not available for current eSignature customers). The purchase of 2023 eSignatures is applicable for usage in tax year 2023 Lacerte/ProSeries/ProConnect Tax product only, valid through December 31, 2024. 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/. Offer of a 20% discount on Unlimited eSignature for tax year 2023. Product must be purchased by 5 PM CT on Friday, April 1, 2024. Offer valid only for new to eSignature (offer not available for current eSignature customers). The purchase of 2023 eSignatures is applicable for usage in tax year 2023 Lacerte/ProSeries/ProConnect Tax product only, valid through December 31, 2024. 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/.
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.
Workflow solutions 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. See all Workflow solutions at https://proconnect.intuit.com/workflow-tools/.
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, and 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.
Taxpayer claims information: Legal disclosure: Based on blind survey of taxpayers who used a tax professional in the 12 months prior to June 2022.
Forms help information: Federal 1040 only. Additional modules, forms and calculations may be added in the future.
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/.
