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 …
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
Lacerte REP (Fast Path Only)
$400
Cloud
Lacerte 200 - Federal 1040
Contact for pricing
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 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
(22)Attribute Ratings
Reviews
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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!
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.