Intuit Lacerte

I use Intuit Lacerte to prepare Individual, partnership, corporate (c and s), estate & trust, and nonprofits Intuit Lacerte preparers more forms than other softwares. Not just fill n print, like some softwares that say they have forms, but the actual calculations. Their support team is the best. Each rep has access to leads who can help in areas they are familiar with. If an issue can’t be resolved then a case is opened to have a more experienced person work on the issue. Intuit cares about its customers and tries really hard to help customers get answers in the least amount of time so we can keep predicting returns.

This software is great for a tax preparer that wants the whole package from organizers to customer returns with letters and invoices. This is the best software with everything combined together. For new tax preparers looking for expensive software and are willing to some items (invoices) organizers, scheduling) through other means, Intuit Lacerte might be too expensive. But once the practice grows the time saved having all the “bells and whistles “ is worth every penny!

Ram Associates is an accounting and Taxation firm, all our CPAs do use several software for preparing taxes for our clients across the US. Out of which Lacerte we use it for elite corp clients. One of the main features is a multi-user facility and batch filing can be processed to e-file extensions for multiple clients at once, avoids too many clicks, point of guidance feature, diagnostics feature is another addon. Signing has been made easy with Lacerte, they have integrated DocuSign. It saves a lot of turnaround time. And it also has K-1 transfer capability, where we can auto-import partnership and S-Corp data into a return. Overall the fast path rates are also not that costly.

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.

Our tax department uses Lacerte to manage our tax return workflow and file tax returns with IRS and other tax authorities. My company primarily prepares Form 990 (exempt orgs) tax returns.

Lacerte is great overall and easy to use for tax return workflow tracking and tax return filing. I wish the report functions were more robust but compared to other software, Lacerte is really great.