Convert previous tax year data from your current tax preparation software, including taxpayer personal information, names of interest, important carryover amounts, and more.
Success at every step
We're here to make your first year amazing.
Your path to a streamlined experience starts with four key features
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.
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.