Lacerte New User Welcome Center

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

1

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

2

Install

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

3

Convert your data

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

 

Watch the Data Migrations Overview and What to Expect

4

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.

5

Training

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