Intuit Connect - October 28-30, ARIA Las Vegas: The premier event for all accountants to learn, connect, and get inspired. 
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Lacerte tax year 2024 is ready—
the improved, higher standard for tax software

Unleash the power of Intuit Lacerte Tax with enhanced features and new tax preparation capabilities.

NEW

Give your clients a simple way to pay for your tax preparation without worrying about any upfront, out-of-pocket costs.

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Streamline your tax planning process

  • Advisory insights for all your clients included
  • No scanning or manual data entry
  • Data is automatically mined from your Lacerte tax returns
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Showcase value with a client-friendly report

  • A great way to quantify tax savings
  • Gives clients actionable steps to take
  • Can be customized with your firm’s logo and colors
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Forms help

Get more information about a specific tax form or calculation directly from that form or tax line in Lacerte. Press Forms Help at the top of a form or after right-clicking a calculated field to open a Community article and get answers to your questions while you work, without leaving the return.

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Tax scan and import ($)

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.

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Intuit Link client portal

We’ve made enhancements to your virtual organizer that comes free with your Lacerte software. Gather client tax documents securely, cut down on data entry with smart integrations, and make the whole process much simpler for your clients.

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Document management

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

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SafeSend

Integrates with Lacerte so you can save time and eliminate manual tasks with a single solution for tax package assembly, delivery, e-sign, and payment.

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Have a product suggestion?

Share your ideas with us on the “Lacerte Tax Idea Exchange” community page, and get updates from our product development team on their status—under review, accepted, or implemented.

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Education Resource Center

Attend live and watch pre-recorded webinars on topics that matter most to you, at times that work best with your schedule. More than 30,000 pros signed up for webinars last year, and new sessions like tax law, ethics, and product courses are continually added.

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Access the power of Hosting for Lacerte*

Use the software you love, now online with enterprise-level security, automated backups and updates, and fully remote capabilities. Work from anywhere, on any device, while also getting access to hosted applications like QuickBooks Desktop.

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Enjoy the ease of
eSignature

Request signatures with quick clicks, and track the status of them all on one simple dashboard. Get any form or document signed securely, and give your clients the convenience they expect.

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Protect your clients with firm-level Protection Plus

Demonstrate that your services go beyond typical tax return preparation, and defend your clients from tax notices, audits, and identity theft with Protection Plus.

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