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.
Scroll down for more
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. ID Protection for your clients is also included with Pay-by-Refund. Plus you can earn $10 for each funded federal transaction.1
Lacerte Tax Planner & Analyzer
Save time and money with two of our most popular productivity tools — Lacerte Tax Planner and Lacerte Tax Analyzer.
Practice Management with OfficeTools™
Take control of all of your firm's tasks with a powerful automated workflow tool to manage your practice.
Presentation Products
Make your finished returns look more professional with Lacerte Supplies.
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.
Link
Make it easy for your clients to deliver their tax data to you in a timely, personalized and organized way.
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.
Better document handling
Quick Employer Forms Accountant
Generate your clients' payroll forms quickly with our web-based application accessible directly from Intuit ProConnect Lacerte.
SmartVault and
Document Management System (DMS)
Choice of online document storage (with file sharing solution) or local storage, built for accountants.
