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

Practical webinars, brilliant learning opportunities, and answers to everything Lacerte.

Onboarding

Your path to a streamlined experience starts with three key features

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Automated data conversion

Convert previous tax year data from your current tax preparation software, including taxpayer personal information, names of interest, important carryover amounts, and more.

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New customer support

Get expert help from our Lacerte specialists. Whether you need tax or system support, our agents are trained in the most advanced topics to help you without transferring your call.

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Success guide

Get the exact instructions you need, when you need them. You will receive personalized, step-by-step emails and a webpage checklist to speed you through installation, data conversion, EFIN verification, and more.

Check out more educational material

Learn how Lacerte can help you handle even the most complex returns.

Product overview

See the benefits of Lacerte in this live seminar hosted by a 40 year Product Specialist.

Tax forms supported

Find the forms and schedules that Lacerte supports in a few simple steps.

Additional features

Learn about all the powerful built-in features Lacerte has to offer.

Lacerte Help

Tax Pro Center

Access tax updates, tips on offering advisory services, and answers to your tax-related questions.

Ready to start confidently tackling the most complex returns?

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