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Lacerte End User License Agreement

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Get Started Easily with The New User Onboarding
Resource Center

Congratulations and welcome to Lacerte Tax. The following information will provide you the guidance you need to get your firm up and running smoothly—and quickly—on Lacerte tax and add-on solutions.

Plus, we'll be checking in with you a few times as the season approaches to help ensure your transition is progressing to your satisfaction. And should you have any questions along the way, we're here to assist you.


Get Started Now

1

MyAccount Set Up:

Create your personal "MyAccount" login and you'll be able to use the Web to download current and prior-year licensed software, update firm information, view monthly statements, make payments and much more.

Set up My Account

2

Data Conversion:

Follow our simple step-by-step process and we'll convert your existing client data into Lacerte tax software.1

Convert Your Data

3

Lacerte Training:

Take advantage of numerous FREE webinars and self-paced training courses offered throughout the year to help you maximize your productivity using Lacerte. FREE CPE available for many courses.

Topics may include:

  • Installation & Setup
  • Data entry Basics
  • Electronic-Filing
  • Tips & Tricks
  • Plus more

Access Lacerte Training

4

Are you prepared for the upcoming Tax Season?

Download the Lacerte onboarding checklist. It will provide you the guidance you need to get your firm up and running and help you keep track of where you are in the start-up process.

Download the Checklist

5

Support:

Visit our online support center to familiarize yourself with the myriad ways you can get answers to your questions. And, engage with the Lacerte Community of thousands of Lacerte users to ask questions and discuss popular topics.

View Video on Support Options

Visit Lacerte Support


Back to onboarding Benefits

 
 

Important disclaimers, disclosures and notes
  1. Fees may apply. Please call (800) 765-7777 for details. Terms, conditions, pricing, features, service and support are subject to change without notice.