Intuit Lacerte

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Intuit Lacerte
Score 9.3 out of 10
N/A
Intuit Lacerte is an Income Tax Compliance system, providing forms, tax planning support, as well as document management and document storage.
$400
Pricing
Intuit Lacerte
Editions & Modules
Lacerte REP (Fast Path Only)
$400
Lacerte 200 - Federal 1040
Contact for pricing
Lacerte Unlimited Modules
Contact for pricing
Offerings
Pricing Offerings
Intuit Lacerte
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Intuit Lacerte
Features
Intuit Lacerte
Type of tax
Comparison of Type of tax features of Product A and Product B
Intuit Lacerte
8.5
Ratings
8% above category average
Sales and Use Taxes8.00 Ratings
Cross-border Taxes8.00 Ratings
VAT / GST Taxes8.00 Ratings
Energy and Fuel Taxes10.00 Ratings
Tax Reporting & Compliance
Comparison of Tax Reporting & Compliance features of Product A and Product B
Intuit Lacerte
9.7
Ratings
21% above category average
Geolocation for Tax Assessment9.90 Ratings
3rd-Party Software Integrations7.90 Ratings
Tax Data Reporting10.00 Ratings
Compliance Administration Management10.00 Ratings
Tax Exemption Processing10.00 Ratings
Tax Document Management10.00 Ratings
Complex Tax Scenario Management10.00 Ratings
User Ratings
Intuit Lacerte
Likelihood to Recommend
10.0
(0 ratings)
Support Rating
9.0
(0 ratings)
User Testimonials
Intuit Lacerte
Likelihood to Recommend
Lacerte helps to serve a great variety of clients and businesses, it has over 5,700 forms. It also supports multi-state, K-1s, and more. It suits for power users with high business inflow. Its useful for a CPA who is processing a high value firm or individual with zero errors. The error diagnostic feature covers more than 25k error checks. This is less applicable to CPA's whose are managing regular individual 1040 routines.
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Pros
  • Continually updates when bugs are found or tax law change
  • Live customer suppprt
  • Listen s to customer to improve product
  • E-signature to get signed forms from remote customers
  • Organizers for customer to complete on paper or electronic
  • Tax appointment scheduling within the program and recurring for future appointments
  • Client invoices by form
  • Trial balance from accounting software to save time on business data entry
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Cons
  • The updates from IRS to Lacerte need to be improved, so far so good.
  • Reporting needs to be improved. Feature like sorting categories. scorp/ind/non-profit
  • Tax summaries can be improved - like the differentiation between rental income & expenses. I trust this feature would be a great help.
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Support Rating
Lacerte customer service has been great. They are very knowledgeable about the product and can help resolve problems quickly.
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Alternatives Considered
I’ve heard other tax preparers talk about their software and their likes and dislikes. When I offer to show them Intuit Lacerte most are blown away by what it does. One preparer used ProConnrct online tax (also by Intuit), and she loves how easy Intuit Lacerteis to use. She said having live support (not chat) to actually be able to show issues and work through them was great. Both programs use the same calculations, but the extras (trial balance, organizers with prior year data, invoicing, scheduling, filters, etc) are what makes Intuit Lacerte the best!
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Return on Investment
  • It has helped meet overall business goals.
  • Gives you the ability to add in and purchase only what you need.
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