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A full spectrum of new features

Here’s to setting the standard and then raising it. Time and again.

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New

Consolidated K-1

Create custom tax plans in minutes that deliver clients more savings—all thanks to built-in advisory strategies automatically generated inside every Lacerte tax return (Now fully integrated.)

  • Quantify tax savings in client-friendly reports
  • Leverage a whole new additional revenue stream
  • Eliminate data entry and streamline scenario planning
See our new features
New

Automated ERO signature

Instantly generate a new tax return for a dependent directly from the parent's return. All relevant information is carried over automatically, boosting your firm's efficiency and ensuring data accuracy.
Coming soon

Revise e-Signature envelope

Streamline K-1 package delivery by sending all partners a secure email link simultaneously, automating the entire distribution process, ensuring timely and accurate K-1 delivery with minimal effort.

Automated ERO signature

Get the latest Lacerte updates with no interruptions. You can download them automatically, schedule them, or install manually at your convenience.

Revise e-Signature envelope

Save time by accessing multiple years of Lacerte without additional logins. Sign in only once and get instant access to up to three consecutive tax years.

Batch e-Signature requests

Get more information about a specific tax form or calculation directly from that form or tax line in Lacerte. Simply press Forms Help at the top of a form.

Cryptocurrency support

Quickly and reliably import data into your return with just a few clicks. The form reviewer tool allows you to check and edit data before importing. (Additional fees apply.)

Time tracker*

Gather client tax documents through a secure online portal that offers seamless collaboration. Plus, save time on data entry with ability to review and import all client data directly into their return.

Financial institution download (FIDO) enhancements

Choose between SmartVault® or Document Management System (DMS) to go paperless and easily store or share almost any type of document.

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Education resource center

Access articles, self-paced training, webinars, and more in one convenient location.

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Keeping you up to date 

Earn CPE/CE credits* while learning how Lacerte can help optimize your firm's operations or staying up to date with tax law changes. Learn at your own pace with both live and recorded training.

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Free live and prerecorded webinars

Attend live or prerecorded webinars on topics that matter most to you (at times that work best with your schedule). More than 30,000 pros signed up last year, and new sessions like tax law, ethics, and product courses keep being added.

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Renew Lacerte today and start putting these brilliant features to use.
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