Lacerte® Integrations

Extend the functionality of your Lacerte software with these time-saving tools and you'll have the power to get more done across your entire workflow.

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Grow Your Practice and Make More Money

Pay-by-Refund

Many clients don't want to worry about paying their tax prep fee. And most tax professionals don't want to worry about collections. Pay-by-Refund makes it easy for clients to pay you, and easy for you to collect. Free for you to enroll. A flat $49.95 is paid from the client's refund with no hidden fees. Plus you can earn $10 for each funded federal transaction.1

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Lacerte Tax Planner & Analyzer

Save time and money with two of our most popular productivity tools — Lacerte Tax Analyzer and Lacerte Tax Planner.

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Practice Management with OfficeTools

Take control of all of your firm's tasks with a powerful automated workflow tool to manage your practice.

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Presentation Products

Make your finished returns look more professional with Lacerte Supplies

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Save Time Entering, Collecting and Sharing Data

eSignature Plus Payments

Receive client signatures electronically the IRS- approved way and collect client payment at the same time.

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Link

A portal that makes it easy for your clients to deliver their tax data to you in a timely personalized and organized way.

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Lacerte Tax Scan and Import

Quickly and reliably import data into your return with just a few clicks. The form reviewer tool allows you to check and edit data before importing.

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Better Document Handling

Quick Employer Forms Accountant

Generate your clients' payroll forms quickly with our web-based application accessible directly from Intuit ProConnect Lacerte.

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SmartVault and
Document Management System (DMS)

Choice of online document storage (with file sharing solution) or local storage, built for accountants.

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“I had used Lacerte before switching to what I thought was an inexpensive software. But, it cost me more in time and money. (With Lacerte) I have been able to do my returns in half the time it took me with the other software that I've used.”

Sheila Smith