Success at every step.

Start your first year with Lacerte
on the right track with exclusive,
step-by-step support.

For Sales:

Your path to a streamlined experience starts
with four 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




Personalized 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




Personalized Training Portal

Access learning modules, view suggested content that’s relevant to you, join valuable webinars or sign up for Lacerte live training events in your area — all free within your personal online portal.

Go to Training




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.





Easy Start is here to make your first year your best yet.

Call 844-818-3677
to explore options