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Intuit Lacerte

Intuit Lacerte

Overview

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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Recent Reviews
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Pricing

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Lacerte 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
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Product Details

What is Intuit Lacerte?

Intuit Lacerte Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(22)

Attribute Ratings

Reviews

(1-2 of 2)
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November 01, 2021

Lacerte - Product Review

AR
Aamir Raza
IT consultant
Ram Associates (Accounting, 11-50 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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.
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.
Intuit Lacerte Feature Ratings
Type of tax (4)
82.5%
8.3
Sales and Use Taxes
80%
8.0
Cross-border Taxes
80%
8.0
VAT / GST Taxes
80%
8.0
Energy and Fuel Taxes
90%
9.0
Tax Reporting & Compliance (6)
81.66666666666666%
8.2
Geolocation for Tax Assessment
80%
8.0
3rd-Party Software Integrations
30%
3.0
Tax Data Reporting
100%
10.0
Compliance Administration Management
100%
10.0
Tax Exemption Processing
90%
9.0
Complex Tax Scenario Management
90%
9.0
Return on Investment
  • 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.
Alternatives Considered
We have been using Proseries along with Lacerte. As I said, Lacerte is much easier and faster when compared with Proseries.
Other Software Used
December 12, 2019

Lacerte: tax problem solver

Verified User
Paraprofessional in Other
Accounting Company, 51-200 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
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.
Pros and Cons
  • Very easy to learn and use.
  • Simple, customized report generation
  • Technical glitches
  • Frequent software updates
Likelihood to Recommend
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.
Intuit Lacerte Feature Ratings
Type of tax (4)
N/A
N/A
Sales and Use Taxes
N/A
N/A
Cross-border Taxes
N/A
N/A
VAT / GST Taxes
N/A
N/A
Energy and Fuel Taxes
N/A
N/A
Tax Reporting & Compliance (7)
42.857142857142854%
4.3
Geolocation for Tax Assessment
N/A
N/A
3rd-Party Software Integrations
80%
8.0
Tax Data Reporting
80%
8.0
Compliance Administration Management
90%
9.0
Tax Exemption Processing
50%
5.0
Tax Document Management
N/A
N/A
Complex Tax Scenario Management
N/A
N/A
Return on Investment
  • It has helped meet overall business goals.
  • Gives you the ability to add in and purchase only what you need.
Alternatives Considered
Lacerte is easier to use and gives you everything you need in one place.
Support Rating
9
Lacerte customer service has been great. They are very knowledgeable about the product and can help resolve problems quickly.
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