You Don’t Know What You Don’t Know: Lacerte® Training

Practice Management, Training lacerte portal

Are you utilizing the full power of Intuit® ProConnect™ Lacerte®? How do you know?

We are continuing to invest in our Lacerte customers in a variety of ways. In addition to continuing to make Lacerte a powerful tax preparation product, we are also building out a robust set of training programs to help ensure you are getting the most value out of Lacerte’s capabilities.

In addition, we will be able to offer CPE-eligible courses for all live training starting this summer!


IWebinar Trainingn addition to offering CPE-eligible webinars, we are investing in a big way in this wildly popular training channel. Your Lacerte specialists at Intuit ProConnect are currently in the process of building a robust webinar program that includes more than eight different tracks to help you with all of your learning needs. Here’s a glimpse at just some of the topics we plan to cover:

  • Customizing Your Lacerte Product
  • Lacerte Business Returns
  • Basic, Intermediate and Advanced Data Entry Courses
  • Security

Our webinar programs are open to anyone interested in learning more about Lacerte, even if you are not a current Lacerte customer. In addition to offering courses live on a recurring basis throughout the year, recordings will be available to watch at your own pace. Best of all, they are FREE! Note that webinar recordings are not eligible for CPE.

If you didn’t already have enough reason to check out this training, most of the sessions are being delivered by actual customers of Lacerte who use the product every day. Check out our webinar page in June to see our new lineup of top requested topics based on your feedback.

Lacerte Season Readiness Live Tour

Lacerte Live Tour ImageThe ever-popular Lacerte live tour will be back for the third year in a row this fall. Last year, we held 18 events in 14 cities – and we plan to hold this many events again. However, this year, we are making a couple of tweaks.

We will still kick off our inaugural event at our very own Plano, Texas, facility. We will also host an event at our headquarters in Mountain View, Calif. We will host all other events at venues that can accommodate more people. If you weren’t able to come last year because we were full, hopefully, this year, we won’t let you down. Don’t wait to register because seating could still fill up.

Speaking of … we plan to offer pre-registration as early as this summer so that you can plan further ahead to help make sure you are available at the time of the event you want to attend.

Some city swapping may occur. We do our best to target the tour locations so that as many Lacerte users as possible can attend. Each year, we re-evaluate the best locations and try to make sure the places we visit are in the right geographies.

Check out our Lacerte Tour registration page this summer to see if we will be in a city near you. If not, you will have the opportunity to vote for your city to be considered as a potential future tour stop.

Personalized Training Portal

In January 2017, we launched a new, innovative training portal that provides a personalized self-paced training experience when you just want to take a “nugget” of training on a particular topic. We offer video- and simulation-based training modules that are all under 10 minutes – and some are under five minutes long. As you complete these training modules, the portal will suggest related content, as well as track your progress on the ones you have taken. You also have the ability to give a rating to each module to help tell us whether you thought it was valuable.

We want you to keep coming back for more, so we plan to continue building more capabilities in this training portal to make it a robust and immersive experience.

Log in to your personal training portal and start taking advantage of all the great capabilities of Lacerte.

Note: Modules provided in this self-paced training experience are not eligible for CPE. You must be a current Lacerte customer in order to log in.