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Lacerte Tax Software

lacerte.intuit.com
Accounting Software
Few Days

Professional tax software with built-in tax-planning & advising strategies

How to Replace Lacerte Tax Software
Compare:vs Akauntingvs Pandlevs Pilot

Overview

Lacerte is professional tax preparation software designed for complex returns and multiple preparers. It provides highly powerful tools for tax professionals to handle complex taxes while delivering tax-planning and advising solutions. The software brings clarity to clients' financial futures with trustworthy insights and has been the leader in tax prep for 45+ years.

Features

14 features across 12 categories

Automation(1)

Automated K-1 DeliveryPremium

Send all partner K-1s at once using secure email links, eliminating manual follow-up and speeding up post-filing workflows.

Also in: monday.com, Notion, Airtable

Calculation(1)

Complex Calculations

Automated diagnostics and tax forms for handling complex tax scenarios with 25,000+ automated diagnostics and 7,200+ tax forms.

Also in: TurboTax, Avalara, Corvee

Client Management(1)

Intuit Link Client Portal

Collect client tax documents securely, reduce data entry, and simplify the entire process for your clients.

Also in: mycase, Litify, Acuity Scheduling

Cloud Hosting(1)

Hosting ServicesPremium

Put your Lacerte software on the cloud for built-in security, automatic backups and less IT stress. Monthly add-on subscription service powered by Rightworks.

Collaboration(2)

Multiple Preparer Support

Designed for multiple preparers to work on complex returns.

Remote Collaboration

Enjoy the flexibility of remote access, real-time collaboration, and top-notch security on any device.

Also in: Notion, Airtable, Obsidian

Document Management(1)

Document Management System

Go paperless and easily store and share various document types.

Also in: Litify, Mitratech, Kissflow

Integration(1)

QuickBooks Online Accountant Integration

Integrate QuickBooks Online Accountant to easily transfer client data and streamline tax preparation.

Also in: monday.com, Notion, Airtable

Licensing(1)

FastPath LicensePremium

Required for concurrent user activity within Hosting for Intuit Lacerte.

Also in: Perforce Akana API Management Platform, SonarQube, AccountEdge

Onboarding(1)

Easy Start Onboarding

Automated, accurate, and effortless data transfer. Experienced team ensures accurate data transfers for tens of thousands of new firms.

Signing(1)

eSignaturePremium

Request and track digital signatures securely from a single dashboard for the ultimate in client convenience.

Support & Resources(1)

Tax Resources Library

Extensive library of tax resources with unparalleled accuracy and live agent support for your workflow.

Tax Planning(2)

Intuit Tax AdvisorAIPremium

Deliver personalized client strategies and automate tax planning directly from client returns. Provide user-friendly reports that quantify savings and offer actionable steps for optimal financial outcomes.

Tax Planner and Analyzer

Included free in Lacerte Unlimited for tax planning and analysis.

Pricing

Lacerte Essentials

Custom
  • ✓Everything included with Lacerte tax software
  • ✓Optional remote anytime, anywhere access
  • ✓Optional digital signatures

Lacerte Plus

Custom
  • ✓All Lacerte Essentials features
  • ✓Document storage management
  • ✓Anytime access
  • ✓Digital signatures

Lacerte Advanced

Custom
  • ✓All Lacerte Plus features
  • ✓Access to 35+ hosted workflow apps

Cost Calculator

Pricing data not available for Lacerte Tax Software. Check their website for current pricing.

Build vs Buy

Should you build a Lacerte Tax Software alternative or buy the subscription? Estimate based on 14 features.

Buy Lacerte Tax Software

Better Value
Monthly costContact Sales
3-year totalVaries
Time to deployDays

Build Your Own

Development cost$12,000
Maintenance$180/mo
3-year total$18,480
Dev time~1 months

Buying Lacerte Tax Software saves ~$18,480 over 3 years vs building.

Estimates based on 14 features and a BuildScore of 4/5. Actual costs vary.

Integrations

2 known integrations

Intuit LinkQuickBooks Online Accountant