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Lacerte Tax resources

Practical webinars, brilliant learning opportunities, and answers to everything Lacerte.

Your path to a streamlined experience starts with three key features

Automated data conversion

Convert previous tax year data from your current tax preparation software, including taxpayer personal information, names of interest, important carryover amounts, and more.

Import data

New customer support

Get expert help from our Lacerte specialists. Whether you need tax or system support, our agents are trained in the most advanced topics to help you without transferring your call.

Contact support

Success guide

Get the exact instructions you need, when you need them. You will receive personalized, step-by-step emails and a webpage checklist to speed you through installation, data conversion, EFIN verification, and more.

Get the guide

Check out more educational material

Learn how Lacerte can help you handle even the most complex returns.

Features & formsWebinars & Videos

Product overview

See the benefits of Lacerte in this live seminar hosted by a 40 year Product Specialist.

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Tax forms supported

Find the forms and schedules that Lacerte supports in a few simple steps.

All forms

Additional features

Learn about all the powerful built-in features Lacerte has to offer.

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Lacerte Help

Helpful Links

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