Lacerte integrations

Future-proof your reputation for excellence with smart solutions that supercharge your productivity by enabling you to see everything going on in your firm at once, working anytime from any device and simplifying client work wherever they are.

Collaborate with staff and clients

Intuit Practice Management powered by Karbon

Gain more visibility and control over everything your firm is working on, while reducing time spent on recurring tasks, so you can be more hands-on with every client. Let Intuit Practice Management automate and standardize your firm’s operations, and keep your data updated and in sync across all of your Intuit accounting and tax software.

Help me run my firm

Hosting for Lacerte

Connect the desktop tax software you know and love to the cloud with enterprise-level security, minimal IT work, and the expert support from Intuit and Right Networks. Get anytime, anywhere multiuser access on any device, so your staff can work from the same data without interruption.

Take my tax software to the cloud

New Lacerte exclusive: drive productivity with the Hosting plus Intuit Practice Management virtual office package.

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eSignature Plus Payments

Get documents reviewed and signed securely in a matter of hours, not days, from any device with eSignature. Your eSignature powered by DocuSign is IRS-compliant and you’ll save on paper, ink, and postage costs by collecting signatures and payments electronically.

Collect signatures digitally

Pay-by-Refund

Give your clients an easier way to pay for tax preparation fees that’s also easier for you to collect. Take advantage of Intuit’s refund transfer program, now with identity-theft protection included. Simply sign up through your preferred professional tax software and invite your clients. It’s that easy.

Offer refund transfers

Manage documents with ease

SmartVault

Store documents securely in the cloud, so you can access them whenever, wherever you want.

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Document Management System (DMS)

Scan and store tax documents and returns safely on your local hard drive.

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Collect and share data fast

Intuit Link

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

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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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Quick Employer Forms Accountant

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

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Inform better decision-making

Tax Planner

Estimate your clients' future tax liability under multiple scenarios based on actual tax rates.

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Tax Analyzer

Give your 1040 individual clients personalized, tax-minimizing strategies.

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Audit Assistance

Should fraud occur or an audit be triggered, get your clients the support they need—in English or Spanish—and identity theft restoration.

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Run an efficient practice

Presentation products

Make a great impression on clients with envelopes and folders, specially designed for you.

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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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