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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

(1-3 of 3)
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Joni Terens | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
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!
Type of tax (4)
25%
2.5
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
100%
10.0
Tax Reporting & Compliance (7)
82.85714285714286%
8.3
Geolocation for Tax Assessment
100%
10.0
3rd-Party Software Integrations
80%
8.0
Tax Data Reporting
100%
10.0
Compliance Administration Management
N/A
N/A
Tax Exemption Processing
100%
10.0
Tax Document Management
100%
10.0
Complex Tax Scenario Management
100%
10.0
  • 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

Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
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.
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
  • 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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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
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.
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
  • 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.
Lacerte customer service has been great. They are very knowledgeable about the product and can help resolve problems quickly.
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