Manage Users for Lacerte

If you forgot your password or want to reset it, see here.

In the tax year 2016, the IRS Security Summit required that all professional tax software vendors verify each user's identity.

Lacerte implemented these changes so that all individual users must sign in before opening and using Lacerte software.

If you own a firm, manage your own office, or are the sole Lacerte user in your office, you must:

• Complete initial setup
• Invite additional software users (if applicable)

If you've already completed the initial setup, we encourage you to check your firm's sign-in credentials.

Complete the initial Lacerte setup

Change user roles

Invite a user

Re-invite a user

Delete a user

Cancel a pending invitation

How a new user accepts your invite

Verify your sign-in credentials

1. Open Lacerte.
2. Enter your Email/User ID and Password.
3. Select Sign In.

Once you've verified access to your Lacerte software, no other action is required.

Select a primary admin and transfer rights

Note: If the current Primary Admin is no longer available to follow these steps, refer to Requests to be the Primary Admin or Contact.
Typically these requests can take up to 5 business days to complete.