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Lacerte Tax

Lacerte Tax

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by Intuit Accountants is recognized as the gold standard professional tax software for complex returns·Launched Tax Software
ReviewAITools Score · 1194 reviews9.1

What is Lacerte Tax?

Lacerte from Intuit Accountants is recognized as the gold standard professional tax software for complex returns, now enhanced with Intuit Tax Advisor. It’s designed to delight complex clients with comprehensive tax preparation and planning capabilities, while also offering the flexibility to remotely staff your firm.

Lacerte streamlines your workflow and saves time by taking your software to the cloud, featuring automatic updates, built-in security, and IT support handled by cloud software experts. This enables you to work from anywhere on any device, with onboarding support to get started quickly. A significant 86% of taxpayers expect their tax professional to store their tax documents/information with industry-standard security, a standard Lacerte meets with its robust security measures.

The software also offers eSignature capabilities for super-fast, digital, and convenient signing of documents from anywhere. You can track client progress in real time, digitally send, sign, and file quickly, achieving far more accuracy in far less time. Additionally, Protection Plus provides peace of mind all year long with notice and audit resolution, $1 Million Tax Audit Defense®, identity theft resolution, and handling all calls with IRS and states.

Best for
Small BusinessMedium BusinessLarge Enterprise

Pricing

Starting at $783/month · Subscription

Features

19 features that make Lacerte Tax stand out.

  • Data Import/Export
  • Document Management
  • Status Tracking
  • Tax Calculation
  • Tax Compliance
  • Client Management
  • Tax Forms
  • Time & Expense Tracking
  • Tax Filing
  • Billing & Invoicing
  • Refund Management
  • For Tax Practices

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Frequently asked questions

Is Lacerte Tax free to use?
Lacerte Tax does not include a free tier, but it offers a free trial so you can test it before committing.
How much does Lacerte Tax cost?
Lacerte Tax starts at $783/month. Higher tiers add seat capacity, automation, integrations and enterprise-grade controls.
What does Lacerte Tax integrate with?
Lacerte Tax ships with an open API for custom integrations. The vendor also publishes connectors for common business systems on request.
Who is Lacerte Tax best suited for?
Lacerte Tax is built for teams who need to standardise the workflow it covers — typically growing companies who have outgrown spreadsheets but don't yet need enterprise-grade procurement suites. The exact fit depends on company size, deal volume and compliance requirements.
How long does it take to onboard Lacerte Tax?
Most teams are live on Lacerte Tax within 2–6 weeks. Simpler implementations (small teams, default workflows) can be done in days; large enterprise rollouts with custom approval chains and ERP integration take longer.

About the authors

Andreea Elena Pirleci
Andreea Elena PirleciWriter

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