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.



Do Any Type of Tax Form

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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Save Time Entering Data

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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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Grow Your Practice

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 $39.95 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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Manage Your Practice

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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Add Value For Your Clients

eSignature Plus Payments

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

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Presentation Products

Make your finished returns look more professional with Lacerte Supplies

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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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Archive Documents

Document Management System (DMS) and Smart Vault

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

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Important offers, pricing details, & disclaimers
  1. Pay-by-Refund or refund transfer program participation available to eligible ProSeries and Lacerte customers for a limited time only. Program participants will be designated to an incentive category, as determined by Intuit. Santa Barbara Tax Products Group, Refund Advantage, Republic Bank and River City Bank are participating banks. To be eligible, participants must adopt industry refund transfer best practice principles by charging customary and reasonable processing fees, and federal returns must be transmitted to the IRS using a single account and EFIN. Federal returns that are rejected by the IRS, are deemed fraudulent or are a result of identity theft are not eligible for credit under the program. Aggregate credits payment will be delivered from participating banks by May 31 of the current year. A one-time bank setup fee applies to each federal Pay-by-Refund transaction. Additional fees apply to state Pay-by-Refund filings. Offer may be terminated or modified at Intuit’s discretion, and program and software terms and conditions, including available features, credits, pricing and support, are subject to change without notice. You must meet certain minimum funded Pay-by-Refund transaction thresholds in order to be eligible to qualify for free or discounted software. To be eligible to receive any incentive compensation under this Program, the IRS requires Intuit to prepare a 1099.  You will need to provide Intuit certain information, including:  a) Tax Identification Number or Social Security Number, and b). Firm name, primary contact, address, phone number, and email address.   Failure to provide any of this information may result in your incentive payment being withheld, delayed or cancelled. For complete Pay-by-Refund program details, including eligibility and participation requirements, restrictions and currently available credits, see https://proconnect.intuit.com/pay-by-refund or call 800-926-3796.