Join us January 10–11 for the 2024 Tax Season and Advisory Readiness free virtual conference. 


Get the info you need to make the right choice for your practice

Thank you for considering Lacerte. We’re here to help you every step of the way.

Powerful tools to supercharge your firm

Here are some key resources to help you see that Lacerte's the perfect fit for your practice.


Financial institution download

Increase accuracy and productivity by downloading 1099 and W-2 information directly from your client’s preferred financial institution or payroll provider into a tax return. Get access to more than 275 supported partners, free with your Lacerte software.


Schedule D import wizard

Import stock asset transactions from an Excel spreadsheet (XLS) or comma-separated values (CSV) file into a Schedule D with Lacerte. The import wizard guides you through assigning information from the files to input fields and automatically creates the necessary Schedule D form.


Like-kind exchange wizard

With only a few steps, record 1031 exchange transactions within minutes instead of hours. Plus, the wizard can automatically create a new asset for the basis of the property received.


Time tracking

Automatically track time spent on returns for all tax types. A home screen view by return enables you to quickly assess billing, return on investment, time allocation by staff, and more.



Make life simpler by sending email letters, questionnaires, and forms to clients within Lacerte. Maintain security with password-protected files and decrease data-entry errors by transferring approved figures directly onto the correct tax forms.

With Lacerte, you get more than what you see

Get up and running quickly with extensive learning resources, expert customer support, and online solutions.

Easy Start logo

Easy Start onboarding

Get up and running fast with our Easy Start onboarding program that sets you up for success. Get assigned a dedicated program manager. Receive a success guide, with timely instructions to help ensure you’re completely set up with installation, EFIN verification, and more.

Get more information
Easy Start team on Zoom

Automated data conversion

Receive quick, accurate, and hassle-free conversion of existing client files into your Lacerte software, fully guided by an Easy Start coach.

Learn how to import data

Personalized training

Learn what’s relevant to your firm, and earn CPE/CE credits with free, live webinars and training sessions. Plus, stay informed all year long with our informative Tax Pro Center.

Discover all training resources

Strong customer support

Get answers to your questions from U.S.-based agents, and take advantage of our tax professional community that’s accessible 24/7.

Visit online community

Extensive tax forms availability

With Lacerte, you can access more than 5,700 state and federal forms that span a wide variety of individual client or business tax scenarios.

View available forms

Cloud convenience and security

Connect your Lacerte software to the cloud and receive best-in-class security, reduced IT hassle, multi-user access, and top-tier reliability.

Explore Hosting

You’re unique, and we know there's no "one-size-fits-all"

Customize Lacerte with integrated tools that help you make a bigger impact on your clients' success.

eSignature Plus Payments
Get documents signed securely in a matter of hours, not days. eSignature is fully compliant with IRS requirements and fully integrates with your tax workflow for quick and easy use. Plus, track the statuses of all requested signatures in a single dashboard.*

A green screen with a screen showing a price per hour.

Intuit Tax Advisor
Now you can generate custom tax-savings plans for your clients in minutes using data automatically mined from a Lacerte tax return.*

Protection Plus
Give your clients peace of mind all year long with an added layer of protection. Have a team of CPAs and EAs on your side in case your clients receive a notice, are audited, or are victims of identity theft.*

Still need help finding your right plan?

Your questions are important to us, and we’re here to help you.
Check out our most frequently asked questions to get your questions answered.
If you still can’t find what you’re looking for, we’re only one call away. 

Top 5 questions

Make this tax year better with Lacerte

Thank you for your interest. We’d love to help you get to know Lacerte better and find the perfect fit for your practice.

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