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Lacerte integrated solutions

Deliver the best for your clients — beyond tax preparation — with an ecosystem of tax products that help you make an impact on their success.

Or call us at 844-818-3677 to talk with a Lacerte representative

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Gather client tax documents securely, cut down on data entry with smart integrations, and make the whole process much simpler for your clients. This feature is included with your Lacerte software.

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A person is cooking a cake while a person watches.

Gather client tax documents securely, cut down on data entry with smart integrations, and make the whole process much simpler for your clients. This feature is included with your Lacerte software.

Learn more

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Automated backups and updates give your team the freedom to work together securely from anywhere, at any time, on any device. Plus, attract top talent from anywhere in the world with remote work access.

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With one-click Lacerte integration, firms can send prepared returns to automate tax return assembly, delivery, e-signing, client tracking, and optional payment processing.*

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The digital signing solution where you can manage signatures right within your tax software, easily get paid, and clients can sign whenever and wherever they want.

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Peace-of-mind notice and audit assistance from a team of expert EA and CPA case resolution specialists, and identity theft restoration services.

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The only integrated tax advisory tool where you can access a library of tax strategies to build custom tax plans in minutes, not hours.**

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Streamline your proposals and automate the sales process from first contact to money in the bank.

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See what your peers have to say about Lacerte

Lacerte is really an amazing program for us to use for our clients with all the features that it has. There's many things that we can do, and it interacts with other accounting and also tax planning software as well, which we love to do as well.

Javier Amezcua, Integro Consultants

Read more stellar customer reviews

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Ready to start confidently tackling the most complex returns?

Or call us at 844-818-3677 to talk with a Lacerte specialist.