Manage Users for Lacerte

In the tax year 2016, the IRS Security Summit required that all professional tax software vendors verify each user's identity.

Lacerte implemented these changes so that all individual users must sign in before opening and using Lacerte software.

If you own a firm, manage your own office, or are the sole Lacerte user in your office, you must:

• Complete initial setup
• Invite additional software users (if applicable)

If you've already completed the initial setup, we encourage you to check your firm's sign-in credentials.

Table of contents:

Complete the initial Lacerte setup

Every firm must appoint one person to be the Primary Firm Administrator. The primary admin handles managing Lacerte software access for users within your firm.

If you're the sole user within your firm, you're the primary admin. As the primary admin, you alone may provide access to other users in your firm.

Follow the steps below to complete the initial setup and create an account:

1. Sign in to My Account.
   • Lacerte may prompt you to verify your identity through multi-factor authentication (MFA). MFA will also require you to verify your identity when signing in from an unrecognized device. See Safeguarding your online account for more details.
2. If you don't have an account, you must first create one following the steps below (otherwise, go to step 3):
   1. Select Create an Account.
   2. Follow the prompts.
3. From the top of the screen, select Account ⮕ Manage Users.
4. Select the box to show that you're the primary user.
5. On the Manage Users page, select Get Started.
   • You can't select the Get Started button until you've selected the checkbox to confirm you're the primary admin.

Back to Table of Contents

Change user roles

1. Sign in to My Account.
2. From the top of the screen, select Account ⮕ Manage Users.
3. Select the dropdown arrow next to the user's name.
4. In the Software Access dropdown menu, select Admin or Employee.
   • Employees can sign in to Lacerte, but can't manage users.
   • Admins can sign in to Lacerte and invite, delete, and manage user roles.

If you're viewing the Manage Users page as an admin, but admin management privileges aren't available, try clearing your browser cache.

Back to Table of Contents

Delete a user

1. Sign in to My Account.
2. From the top of the screen, select Account ⮕ Manage Users.
3. Select the dropdown arrow next to the user's name.
4. Select Delete User, then Yes, Delete.
5. From the Manage Users page, make sure the deleted employee no longer shows on the table.

If you're viewing the Manage Users page as an admin, but admin management privileges aren't available, try clearing your browser cache.

Back to Table of Contents

Invite a user

1. Sign in to My Account.
2. From the top of the screen, select Account ⮕ Manage Users.
3. Select Add Users/Select Invitations.
4. Select + Invite Users.
5. Enter the following information to complete the invitation:
   • First Name
   • Last Name
   • Email
   • My Account Access (Select the appropriate Admin role from the My Account Access dropdown menu.)
   • Software Access (role)
6. Select Send invite.
   • Make sure Lacerte sent the invitation under Pending Invitations.

If you're viewing the Manage Users page as an admin, but admin management privileges aren't available, try clearing your browser cache.

Back to Table of Contents

Re-invite a user

1. Sign in to My Account.
2. From the top of the screen, select Account ⮕ Manage Users.
3. Select the Invitations tab.
4. Find the user under Pending Invitations.
5. Select the dropdown arrow next to the user's name.
6. Select Resend Invite.
7. A new invitation will open with the user's information.
8. Make sure the user's information is correct and select Send Invite.

If you're viewing the Manage Users page as an admin, but admin management privileges aren't available, try clearing your browser cache.

Back to Table of Contents

Cancel a pending invitation

1. Sign in to My Account.
2. From the top of the screen, select Account ⮕ Manage Users.
3. Select the Invitations tab.
4. Find the user under Pending Invitations.
5. Select the dropdown arrow next to the user's name.
6. Select Cancel Invite.
7. Select OK.

If you're viewing the Manage Users page as an admin, but admin management privileges aren't available, try clearing your browser cache.

Back to Table of Contents

How a new user accepts your invite

1. If you're receiving an invitation, check your email.
2. Open the email titled Your Intuit Lacerte Account from do_not_reply@intuit.com.
   • Check your spam folder if you don't see an invitation email.
3. Select I accept.
4. If this is your first time signing into the web page, enter your information in the Create your account screen. If you already have an account, select Already have an account? Sign in.
5. Once you can successfully sign in to the web page, you'll be able to sign in to the program.

Back to Table of Contents

Verify your sign-in credentials

1. Open Lacerte.
2. Enter your Email/User ID and Password.
3. Select Sign In.

Once you've verified access to your Lacerte software, no other action is required.

Back to Table of Contents

Select a primary admin and transfer rights

1. Sign in to My Account.
2. From the top of the screen, select Account ⮕ Manage Users.
3. Search the list of users for the one with Software Access showing Admin (Primary). Only this user can transfer the primary admin rights to another user.
4. If you're the Primary Admin, select the Transfer Primary Admin button (Under the Users and Invitations tabs).
5. Select a current admin from the dropdown menu to transfer your primary admin rights to.
6. Select the Submit Transfer button.
7. Upon acceptance, you'll receive an email stating that you successfully transferred your primary admin rights.

Back to Table of Contents