Lacerte® makes it easy to get started with our new client services program — guaranteed. 

Intuit ProConnect Lacerte understands that switching tax software can seem intimidating. That is why we offer a wide range of live and self-guided training courses and videos to help you become an expert with our user-friendly and easy to navigate interface.


A Client Service Specialist will guide you step-by-step through the data conversion process to ensure all of your prior years’ data is successfully migrated into Lacerte – ensuring you are ready for season.

Refer a Friend

Tell your friends about Lacerte and you could receive a $500 Amazon gift card1,
PLUS your friend could receive an Amazon gift card up to $100!

Data Conversion

The Data Conversion process will move selected items from your current tax preparation software to your new Lacerte program. 

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New User Welcome Center

Learn how to get started with 5 easy steps and additional resources for new Lacerte customers. 

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Get help with Lacerte from Intuit's team of product experts.  Our "Ask Lacerte" feature provides a wealth of information for new customers.

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Experience a learning path specifically designed for tax preparers who are new to Lacerte.  

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"Excellent product, easy to use, and exceptional customer support! As a first time user, I was impressed with how easy it was to learn the most effective way to use the software. I highly recommend Lacerte to anyone in the professional tax space."


Brown Welch McAllister2

   4.1 of 5

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Important offers, pricing details, & disclaimers
  1. Refer by 4/15/2017. Must be active ProConnect customer 18+ US/DC to refer. See for complete terms. Not sponsored or endorsed by, or affiliated with
  2. Testimonials represent the individual experiences of these customers. Intuit does not represent that results are typical or that the experiences will apply to all customers since each tax preparer is unique.