Save time by inputting your trial balance work into Lacerte and ProSeries.
I know I can count on Intuit tax software solutions, so my clients can always count on me to get the job done right
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See what other QuickBooks users like about Intuit professional tax products
QuickBooks integration
Helpful features
Tax professionals shaped and selected our top features.
Exclusive offer
Save up to 40% on your first three years.*
Easy conversion
Make a smooth transition from your current tax software.
Get the features you want with our tax products
Satisfied and happy clients are the goal, and pros like you have shared the features they want.
Lacerte
Ideal for firms that need the most powerful tools designed for complex returns and multiple preparers.
- Input-based
- Over 32 built-in, time-saving features like Missing Client Data tool
- Over 5,700 complete tax forms for individual and business, including multistate K-1s, consolidated corporations, and publicly traded partnerships
- Over 25,000 error diagnostics, including a robust review before e-filing
- Optional workflow tools help you work even smarter
ProSeries
Ideal for small to mid-sized practices that want simple forms-based screens and one-click access to calculation details.
- Forms-based
- Over 27 built-in, time-saving features like automated data entry of 1099s and W-2s
- Over 3,700 forms and schedules to help you meet your clients’ needs
- Optional workflow tools help you work even smarter
- Rated 4.75 out of 5 stars by the CPA Practice Advisor*
Sync your work between Intuit QuickBooks and professional tax software
- Lacerte's Smart Map feature can transfer trial balance data from QuickBooks with account data routed to appropriate fields in the return. Lacerte data syncs back with QuickBooks.
- Import data directly into ProSeries from key resources, including QuickBooks, Quicken, and TXF (Tax Exchange Format).
Easy Start makes it simple to convert your data from other tax software
The process of converting data can be daunting, but there's a simpler, more efficient way to do it. Automated data conversion will move selected items from your current tax preparation software into ProSeries or Lacerte, including:
- All personal information
- Names for all interest, business, estates, partners, etc.
- All important carryover amounts that can be obtained (depends on your current software)
- Depreciation
Our data conversion process supports the above software and modules.
