Unleash the power of Intuit Lacerte Tax with enhanced features and new tax preparation capabilities.
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- ProductsProducts
- Professional tax softwareProfessional tax software
- Intuit Lacerte TaxTap into highly powerful tools designed for complex returns and multiple preparers.
- Intuit ProConnect TaxGain added flexibility delivered fully on the cloud with nothing to download.
- Intuit ProSeries TaxGet simple forms-based screens and one-click access to calculation details.
- See all tax software
- Workflow add-onsWorkflow add-ons
- Intuit Tax AdvisorCreate automatic tax plans for clients using tax return data mined from your ProConnect Tax or Lacerte software.
- Hosting for Lacerte and ProSeriesPut your Lacerte or ProSeries software on the cloud for built-in security, automatic backups and less IT stress.
- eSignatureGet any document signed securely from any online device, all done with quick clicks inside your tax software.
- Protection PlusProtect your clients from audits, tax notices and identity theft with $1 Million Tax Audit Defense™.
- Pay-by-RefundGive your clients the option of no upfront, out-of-pocket costs and give yourself an easy way to get paid with refund transfers.
- Intuit Select Pro StaffingBuild capacity, grow your business and increase productivity when you work with tax experts vetted by Intuit.
- See all workflow add-ons
- Accounting solutionsAccounting solutions
- QuickBooks Online AccountantAccess all your QuickBooks clients, resources, and tools under one login from anywhere.
- QuickBooks Accountant DesktopGet all the power of QuickBooks in a one-time purchase accounting software installed on your office computer
- EasyACCTGain a proven solution for write-up, A/P, A/R, payroll, bank reconciliation, asset depreciation, and financial reporting.
- Training & EducationTraining & Education
- Learning, news, and insightsLearning, news, and insights
- Featured event
- SupportSupport
- Online resources
- Contact us
- Looking for QuickBooks help?Looking for QuickBooks help?
- For Sales: 844-877-9422
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Lacerte tax year 2024 is ready—
the improved, higher standard for tax software
the improved, higher standard for tax software
NEW
Give your clients a simple way to pay for your tax preparation without worrying about any upfront, out-of-pocket costs.
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
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
Get the most out of tax season with these enhanced features
Background updates
Get the latest version of Lacerte without interruptions or restarts. You can also preview what’s included in the update and choose to install now or later.
NEW
Multi-year access
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.
NEW
Forms Help
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.
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.
Intuit Link client portal
Gather client tax documents securely, cut down on data entry with smart integrations, and make the whole process much simpler for your clients.
Document Management
Choose between SmartVault® or Document Management System (DMS) to go paperless and easily store and share almost any type of document.
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.
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.
Training: Keeping you up to date
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.
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.
Find out more
Enjoy the ease of
eSignature
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.
Find out more
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.
Find out more
Hosting
Hosting for Intuit Lacerte is a monthly add-on subscription service. Purchase of Fast Path services for Intuit Lacerte is also required for concurrent user activity within Hosting for Intuit Lacerte. Additional terms, conditions, and limitations apply. Pricing, features, service and support options are subject to change at any time without notice. For more information, please visit https://accountants.intuit.com/desktop-hosting/.
Add-on services and integrations
Microsoft Excel and Microsoft Outlook integration with Lacerte or ProSeries in the hosted environment requires an existing license for Office 365 Apps for Enterprise, Microsoft 365 Business Premium, Office 365 for Enterprise—E3, or Office 365 for Enterprise—E5. If you already have one of these licenses, you can bring it over on your own, or purchase a separate license through Rightworks or another provider. Intuit supports third-party applications that integrate with Lacerte and ProSeries in the following such capacity, including but not limited to: application installation, application set-up, tax product integration, technical and/or login issues within Rightworks, etc. Intuit does not provide technical support for in-application issues.
Adobe: The following Adobe integrations are supported: Adobe Acrobat Pro for Teams (subscription required), Adobe Acrobat Pro for Individuals (subscription required), Adobe Acrobat Standard for Teams (subscription required), Adobe Acrobat Standard for Individuals (subscription required), and Adobe Acrobat Reader (no subscription required).
Hosting for supported versions of QuickBooks Desktop (Enterprise, Enterprise Accountant, Premier, Premier Accountant, Pro) is included in the Advanced and Premium offerings of Hosting for ProSeries Tax or Lacerte Tax. Intuit provides QuickBooks product support for three years from the time of purchase. Quickbooks Desktop integration with Lacerte or ProSeries in the hosted environment requires an existing license for QuickBooks Desktop Enterprise, Enterprise Accountant, Premier, Premier Accountant, or Pro. If you already have one of these licenses, you can bring it over on your own, or purchase a separate license through Intuit or another provider. Additional applications are also included in the Business, Advanced, and Premium offerings of Hosting for ProSeries Tax or Lacerte Tax. Applications not included in any of the Hosting offerings (Business, Advanced, or Premium) cannot be added to your hosted environment at this time. Additional terms, conditions, and limitations may apply. Pricing, features, service and support options are subject to change at any time without notice.Rightworks may also offer additional third party services, not core to Lacerte or ProSeries, for an additional fee.The Signature pad functionality within DMS is not supported in the Lacerte and ProSeries hosted environments at this time.
Rightworks
Hosting for Lacerte and ProSeries is powered by Rightworks. Contact Rightworks to contract additional third-party software.
Rightworks performs backups of all hosted data on a nightly basis and retains the back-ups for a rolling 90-day period in a protected offsite facility as an additional level of protection. Rightworks maintains robust security enhancements, including enhanced firewall protection, encryption protocols, and security audits. There is no limitation to the size of a customer's tax and business-related data back-up. Customers are responsible for verifying the integrity of hosted data at least every 90 days. Rightworks employs Snapshot technology to backup customer data. Snapshots are taken daily and then replicated to another physical Rightworks facility for Disaster Recovery. Rightworks maintains compliance with international security standards and regulations, including IRS Security Six compliance.
Rightworks uses top-tier data centers and multiple layers of redundancy within its infrastructure to provide 24x7 availability. However, availability can vary, is subject to occasional downtime, and may change without notice. Rightworks encrypts all backup files and backup tapes. Virtual desktop connections are protected via TLS with a minimum of 128-bit encryption and authentication. Each customer has a unique Rightworks virtual desktop. Access to each Intuit ProSeries or Intuit Lacerte company file is controlled at multiple layers including file access permissions. Access is locked out after multiple failed login attempts for the same user. Security features, functionality, and access are subject to change without notice as deemed necessary by Rightworks. Availability can vary and are subject to occasional downtime and may change without notice. Click here for a list of compatible devices.
eSignature
The ability to add eSignature fields to all forms and documents, including business forms, has been enabled and is designed to be used at the preparer’s discretion. Per the current IRS Guidelines, electronic signatures are only accepted for the Individual Modules. Please review IRS Publication 4163 and PMTA- 2018-08 for more detail. It is your responsibility to keep updated and compliant on which forms can be used/recognized in connection with federal and state e-file tax returns and authorizations. Additional terms, conditions and fees apply. For more information, please visit https://accountants.intuit.com/esignature/.
5 eSignatures Included for TY24
Offer of 5 eSignatures included with purchase of Lacerte, ProSeries, and ProConnect available through Dec. 31, 2025, for Lacerte, ProSeries, and ProConnect customers who did not trial or purchase eSignature in tax year 2023 and have not purchased eSignatures for tax year 2024. Terms, conditions, pricing, features, service, and support options are subject to change without notice.
SafeSend
SafeSend is a registered trademark. Subject to the terms, conditions, limitations, and exclusions outlined in the Terms of Use. Setup required for one-click action. Additional fees apply. Terms, conditions, pricing, subscriptions, packages, features, service and support options are subject to change at any time without notice.
Protection Plus
Subject to the terms, conditions, limitations, and exclusions outlined in the Protection Plus Firm-Level Membership Agreement for 1040s. Business return coverage is subject to terms, conditions, limitations, and exclusions outlined in the Protection Plus Firm-Level Business Return Membership Agreement. Protection Plus is a registered trademark of Tax Protection Plus, LLC. For more information, please visit https://accountants.intuit.com/protection-plus/ .
Intuit Tax Advisor
Intuit Tax Advisor is offered as an optional service through December 31, 2024. Starting on or after January 1, 2025, access requires Fast Path for each new user to Lacerte who is required to create and prepare Intuit Tax Advisor plans. Starting on or after January 1, 2025, a paid User Access fee for each user to ProConnect Tax is required to create and prepare Intuit Tax Advisor plans. Any advisory impact is speculative and not guaranteed. Additional terms and conditions may apply.
Pay-by-Refund
For Refund Advantage, the $59.90 Pay-by-Refund fee is made up of a $39.95 bank fee and a $19.95 technology fee. For Santa Barbara Tax Products Group, the $64.90 Pay-by-Refund fee is made up of a $44.95 bank fee and a $19.95 technology fee.
Pay-by-Refund or refund transfer “Program” participation available to eligible ProSeries, Lacerte, and ProConnect Tax customers for a limited time only. Program participants will be designated to an incentive category, as determined by Intuit. Santa Barbara Tax Products Group and Refund Advantage are participating banks. To be eligible, participants must adopt industry refund transfer best practice principles by charging customary and reasonable processing fees, and federal returns must be transmitted to the IRS using a single account and EFIN. Federal returns that are rejected by the IRS, are deemed fraudulent, or are a result of identity theft are not eligible for credit under the Program. Aggregate credits payment will be delivered from participating banks by May 31 of the current year. A separate bank setup fee applies to each federal and state Pay-by-Refund transaction. Additional fees apply if multiple deposits occur for the Federal or state refund. Offer may be terminated or modified at Intuit’s discretion, and Program and software terms and conditions, including available features, credits, pricing, and support, are subject to change without notice. You must meet certain minimum funded Pay-by-Refund transaction thresholds in order to be eligible to qualify for free or discounted software. To be eligible to receive any incentive compensation under this Program, the IRS requires Intuit to prepare a 1099. You will need to provide Intuit certain information, including: a) Tax Identification Number or Social Security Number, and b) firm name, primary contact, address, phone number, and email address. Failure to provide any of this information may result in your incentive payment being withheld, delayed, or canceled. For complete Pay-by-Refund Program details, including eligibility and participation requirements, restrictions, and currently available credits, see https://accountants.intuit.com/pay-by-refund/ or call 800-926-3796.
Workflow Solutions
Subscription for package or per-user basis required for add-on services. Account may be automatically charged until you cancel. Sales tax may be applied where applicable. Additional terms, conditions, and limitations apply, and persistent internet connection, supported browser, or mobile device and supported operating system required.
Accounting solutions
Call Sales: 844-877-9422
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