Thanks to your feedback, we’ve made Intuit® Lacerte® Tax better than ever. From smart authentication features to all new e-file capabilities, you can count on Lacerte to help make this tax year the best it can be.
Existing customers: Once you start installation, select your firm on the pop-up screen. If you don’t see your firm information, download your prep file from My Account to complete the installation.
New customers: Log in to My Account and accept the End User License Agreement to get your prep file. You can use the default options, including the destination location, to complete the installation process.
Customers with Hosting for Lacerte:
Log in to My Account. Select Users under Account Name, then click on the user’s name to access applications. Select 2020 Lacerte Tax, then click Install App. See instructions.
Important note: Please read the information below carefully. Your software will not install if these requirements are not met.
Product enhancements: Helping save you time
Streamline document collection and collaboration: For tax years 2020 and 2021, we’re reviewing all of the existing collection and input tools, and making meaningful improvements to collection and collaboration to keep preparers moving quickly. For example, we will enhance the Intuit Link client login experience with options in addition to a password. These include one-time passwords (OTP) using authentication identifiers, such as their email address or phone number to seamlessly access their account. This reduces your need to provide IT support to clients.
Automatically track time by return for all tax types: You can quickly assess how much time has been spent to make better decisions calculating billing, return on investment, and time allocation by staff. Learn more
Multiple performance upgrades: Platform enhancements and database upgrades help ensure higher quality, reliability, and alerts to help preparers stay on track.
New e-file capabilities boost your efficiency
New e-file is now available for the following:
Customer support: Providing one-on-one and self-serve assistance
Intelligent voice assistant: When you call us for help, a new listening tool will be able to route your call to the right agent much more quickly. Learn more
Optional workflow tools: Helping you do even more
Intuit Practice Management*: Intuit Practice Management powered by Karbon gives you confidence that everyone in your firm is working on the right projects so nothing falls through the cracks. You get real-time visibility to progress across your practice, all from one place.
eSignature*: New 1-click functionality lets you quickly send 8878 and 8879 requests from inside Lacerte.
Hosting*: Get up and running with updated software as soon as it is released through Hosting for Lacerte. No need to download and install using traditional methods. In addition, the improved onboarding experience get your whole firm up in running in just days.
The available business application add-on (additional cost) allows you to house over 50 supported apps along with Lacerte, so you can move your entire office to the cloud, all in one convenient place. We recently added Citrix Sharefile and looking to continue to add more in the future. In addition, EasyACCT is now supported in the hosting environment.