Still Need Help?

(800) 933-9999

Intuit Online Community for Accounting Professionals

Get answers and advice from other Accounting and Tax professionals.

Visit the Online Community

Resource Guides

We've compiled our program, productivity, and training guides into a single location for easy accessibility.

Visit Resource Guides

Lacerte End User License Agreement

Learn important information about our software license agreement.

Visit End User License Agreement


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


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


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


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


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



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.