Lacerte New User Welcome Center

Get started with Lacerte by following these simple steps and resources.   


Welcome to Intuit

Hello and welcome to Intuit! The New Client Services Team invites you to attend 3 important Live Webinars to get you started with Lacerte quickly. The first thing you need to do is sign up to attend all 3 sessions



Start using Lacerte in minutes by downloading and installing Lacerte from our Online Product Website.


Convert your data

Intuit converts data from competitor products to help you get started faster.


Watch the Data Migrations Overview and What to Expect


Submit Electronic Filing Identification Number (EFIN)

Per PUB 3112, Intuit needs a copy of your EFIN assignment letter or a PDF copy of the IRS E-Services E-Summary page. Please submit your EFIN documentation to Intuit by clicking the Provide EFIN button below and follow the instructions provided.



Train you and your firm quickly with a comprehensive set of training videos and resources.