Lace rte has it all-bells, whistles, etc
I use Intuit Lacerte to prepare Individual, partnership, corporate (c and s), estate & trust, and nonprofits Intuit Lacerte preparers more …
Intuit Lacerte
Intuit Lacerte
Intuit Lacerte
Starting at $400
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What is Intuit Lacerte?
Intuit Lacerte is an Income Tax Compliance system, providing forms, tax planning support, as well as document management and document storage.
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Pricing
View all pricingLacerte REP (Fast Path Only)
$400
Cloud
Lacerte 200 - Federal 1040
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Cloud
Lacerte Unlimited Modules
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Cloud
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
Product Details
- About
- Tech Details
What is Intuit Lacerte?
Intuit Lacerte is an Income Tax Compliance system, providing forms, tax planning support, as well as document management and document storage.
Intuit Lacerte Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
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Reviews and Ratings
(19)
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September 21, 2022
Lace rte has it all-bells, whistles, etc
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.
- 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
- Filters-needs to be more user friendly and easier to use. Also needs more options to filter by
- Missing data email-descriptions need to be client familiar wording not tax term /forms
25%
2.5
82.85714285714286%
8.3
- Very high Retention (using scheduling)
- Tax data input time savings (using e-organizer)
- Tax summary current and prior year (clients love to see how they did compared to prior year)
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!
November 01, 2021
Lacerte - Product Review
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.
- K-1 transfer capability
- Supports more than 5,700 tax forms - federal and all state forms
- Year-round e-filing
- 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.
82.5%
8.3
81.66666666666666%
8.2
- 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.
We have been using Proseries along with Lacerte. As I said, Lacerte is much easier and faster when compared with Proseries.
December 12, 2019
Lacerte: tax problem solver
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.
- Very easy to learn and use.
- Simple, customized report generation
- Technical glitches
- Frequent software updates
N/A
N/A
42.857142857142854%
4.3
- It has helped meet overall business goals.
- Gives you the ability to add in and purchase only what you need.
Lacerte is easier to use and gives you everything you need in one place.