About Lacerte
Lacerte is Intuit's professional tax software designed for accounting firms handling complex individual and business returns. It supports all federal forms and all states, with powerful diagnostics, what-if scenarios, and batch processing. Lacerte is the premium tier above ProSeries, targeting firms that handle high-net-worth clients, multi-state filers, and complex entity structures.
What's Great
- ✓Supports all federal forms and all states — the most comprehensive Intuit tax product
- ✓What-if scenarios let preparers model different tax strategies for clients
- ✓Batch processing handles high-volume filing efficiently during tax season
- ✓Powerful diagnostics catch errors and audit risks before filing
- ✓Direct QuickBooks integration streamlines data import for Intuit ecosystem firms
Watch Out For
- !Premium pricing — significantly more expensive than ProSeries
- !Desktop-based software requires local installation and updates
- !Learning curve is steeper than the more guided ProSeries experience
- !Annual pricing increases have frustrated some long-term users
Common Use Cases
Firm preparing complex multi-state returns for high-net-worth individuals
CPA running what-if scenarios to compare Roth conversion strategies for clients
Accounting practice batch-processing 500+ returns during peak tax season
Pricing Model
Paid
Paid subscription required. Check the website for current pricing and free trials.
Category
Tax Research Platforms
Professional tax research databases for CPAs, tax attorneys, and accounting firms.
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