Intuit Lacerte vs. TaxJar

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!

Incentivized

If you aren't a tax professional, this is a must. Trying to manually calculate which county/city/state sales tax is owed will break your brain. Actually, even if you were a tax professional, why would you want to manually do it when you could just have a tool like this to calculate it for you. I wish it was also affordable to have it file for you and there are some crunchy bits, but its pros definitely outweigh the cons.

Incentivized

• K-1 transfer capability
• Supports more than 5,700 tax forms - federal and all state forms
• Year-round e-filing

Incentivized

• The CSV upload for clients that do not have or want to connect directly is very good. It allows us to get a lot of the information done quickly.
• The cost is very competitive.
• According to our clients, the integration is relatively easy.
• For the most part, the reports are accurate.

Incentivized

• Although Intuit Lacerte offers the option for clients to by by refund, it is limited to 2 banks which means we could have to change banks to offer this service, broadening the banks relationship would assist us greatly.
• Although Intuit Lacerte is set up for running reports, they are not as dynamic as they could be, for example, running a report for all clients working for a specific employer, or occupation if we were targeting an audience.

Incentivized

• Continually increase its native integration features with BigCommerce, which recently just opened up more Checkout APIs and Sales Tax APIs.
• The Amazon integration is confusing only because Amazon (sometimes?) calculates and collects sales tax on your behalf. It's not clear what's best-- to let Amazon do it for you or for TaxJar to handle it.
• Onboarding could be a bit easier and guided.

Incentivized

Intuit Lacerte is not only easy for those veteran users such as myself, but is it also easy to teach to the new users, which makes it a good fit for a firm such as ours that has a high volume of interns and trainees in the industry. Many of which can then take that experience with them to the next firm they move on to, which exhibits as perpetual value.

Incentivized

Lacerte customer service has been great. They are very knowledgeable about the product and can help resolve problems quickly.

Incentivized

We had a few questions about integrations & onboarding, and support answered quickly and in-depth. They understood our questions - which were a bit technical in nature - and were able to provide an explanation in a timely and specific manner that allowed us to get the system up and running quickly.

Incentivized

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!

Incentivized

TaxJar is less expensive, simpler to integrate and their billing is straightforward so that you don't have to worry about huge surprises at the end of a month or quarter. They spend a lot less time on sales/marketing but their support is excellent and overall we have had a much better experience with TaxJar.

Incentivized

• Able to process client requirements faster
• Docusign feature a big plus
• Lacerte Diamond Passport fees is highly priced at 17.5K USD + fastpath additional per user. They could consider to bring down the cost so that it works out lucratively.

Incentivized

• With regards to ROI, it definitely saves time. And time, as they say, is money. It may be hard to put a particular dollar sign on this, but it definitely has provided a positive return.
• It keeps me aware of where I have sales tax nexus that I might not know about otherwise. This is important. Even if I have to check it manually, at least I am made aware of where I need to file.
• It allows me to track how much in sales tax we've paid year over year, which is a good indication of how our sales are doing.

Incentivized