Lacerte integrations

Extend the functionality of your Lacerte software with these timesaving 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


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. ID Protection for your clients is also included with Pay-by-Refund. 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 Planner and Lacerte Tax Analyzer.

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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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Make 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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Lacerte is the best product on the market. I have consulted with some of the other software, because I consult with other clients as well. I've used some of the other programs that are out there, and I really, really appreciate Lacerte the most."

Tina Boden, EA, CA

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