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

Learn more

Lacerte Tax Planner & Analyzer

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

Learn more

Practice Management with OfficeTools

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

Learn more

Presentation Products

Make your finished returns look more professional with Lacerte Supplies.

Learn more…

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.

Learn more

Link

Make it easy for your clients to deliver their tax data to you in a timely, personalized and organized way.

Learn more

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.

Learn more

Better document handling

Quick Employer Forms Accountant

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

Learn more

SmartVault and
Document Management System (DMS)

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

Learn more

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

Try it free