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Lacerte® Tax

Try it free

Our standard for over 45 years just raised the bar with advisory

Lacerte now comes with tax advisory insights included for all your clients.*

Try Lacerte for free

Contact a Lacerte expert at 844-818-3677

Features that keep you at your best

Included

Intuit Tax Advisor

Now included in your Lacerte tax year 2024 software so you can streamline your tax planning process and deliver unmatched value for clients.*

Remote access

Lacerte delivers access anytime, from anywhere, while freeing you from IT hassles and empowering you to hire remote employees.*

Comprehensive coverage

More than 5,700 forms delivering comprehensive form coverage to help you prepare returns quickly for clients.

View all forms

Enhanced accuracy

25,000+ diagnostics that give you peace of mind knowing that Lacerte automatically helps ensure complete, accurate, and maximized returns.

Advanced protection

Gain security beyond the limits of your computer or server with data encryption and enterprise-level firewall that safeguards client information 24/7.*

Robust applications

Take your practice to the next level with the ability to host over 40 supported apps like Adobe, Office 365, and QuickBooks Desktop.*

See more features

You’ve worked hard to earn your reputation. That’s why we continue to work hard to make sure Lacerte is worthy of your reputation.

No matter where you want to take your firm, we have a software package to do it.

Lacerte Essentials

For firms looking towards remote work or hiring that also want to streamline workflows and position themselves for future growth.

Lacerte Plus

For growing and established firms focusing on the changing needs of clients, remote accessibility, exceptional digital experience, and heightened security.

Lacerte Advanced

Right for firms that require advanced tax and accounting software features and who value digital efficiency, and the scalability and security that the cloud offers.

Explore packages and pricing

Enjoy the confidence that comes with free, unrivaled support and training that starts the moment you do.

Easy Start onboarding
Make your first year with Lacerte a success with personalized customer support, easy data conversion, and a success guide to walk you through installation and EFIN verification.

Free product and professional training
Tap into live or recorded webinars to get you up to speed, with options for CPE and CE credits.*

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.

Tax Advisory Center
Learn from Intuit and top experts in the profession on how to boost your practice with advisory services.

See all support resources

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The Easy Start onboarding team went way beyond the traditional onboarding experience to help me solve tough problems we had with our administrative accounts. My success coach, Paul, took his time to make sure everything that needed to be taken care of was.

Richard Moore, CPA

Test how high our standards are.

Or call 844-818-3677 and talk with a Lacerte specialist.

Try Lacerte for free

- New Lacerte Tax Customer Only: For new Intuit Lacerte Tax software customers only, 50% off the monthly plan price for 1, 2, or 3 new users of Hosting for the first 4 months of service starting from the date of purchase, followed by the then-current monthly fee for Hosting. Promotional pricing for hosting is based on 12 months of service using the number of authorized users on your account. Offer valid through December 31, 2024. Your account will automatically be charged monthly until you cancel. This discount cannot be combined with any other Intuit offer. Limited to one per customer. Sales tax may be applied where applicable. During the discount period, you cannot add or remove users to the Hosting service; otherwise, the discount will be voided. For more information, please visit https://proconnect.intuit.com/desktop-hosting/ .
  
  New customer price: Sale price is available to first time purchasers of the product only (sorry no renewals). The sale price is good for the first year only. In year two, regular renewal fee applies to continue use of the product. Prices are subject to change without notice. Returns can be filed on extension for current tax year only, but all 1040 and individual state returns must be used by December 31 of the following year or they will expire.
  
  Money back guarantee: If you are not satisfied for any reason with the software and are a new customer with respect to that software or service, you will receive a refund equal to the software license fee paid. For full terms, visit https://accountants.intuit.com/guarantee/
  
  Additional services: 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.
  
  Trial information: The Lacerte trial includes either a Lacerte tax software download or access to hosted software for tax year 2023. The desktop trial software will not e-file or print. The hosted trial will not save. New customers only.
  
  Product terms: Fast Path required to access functionality in Lacerte services (sold separately). Terms, conditions, pricing, subscriptions, tax forms, packages, features, service, and support options are subject to change at any time without notice. For more details, visit https://accountants.intuit.com/tax-software/lacerte/
  
  Hosting for Lacerte
  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://proconnect.intuit.com/desktop-hosting/.
  
  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.
  
  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.
  
  Intuit Tax Advisor: Intuit Tax Advisor is offered as an optional service through December 31, 2024. Additional terms, conditions and fees apply. Starting on or after January 1, 2025, access requires Fast Path for each Lacerte user or User Access for each ProConnect Tax Online user who is required to create and prepare Intuit Tax Advisor plans. Any advisory impact is speculative and not guaranteed. Additional terms and conditions may apply.
  
  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.