Item: Intuit Lacerte
Rating: 10
Author: Joni Terens

Use Cases and Deployment Scope

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.

Pros and Cons

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

Return on Investment

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)

Alternatives Considered

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!

Key Insights

Do you think Intuit Lacerte delivers good value for the price?

Yes

Are you happy with Intuit Lacerte's feature set?

Yes

Did Intuit Lacerte live up to sales and marketing promises?

Yes

Did implementation of Intuit Lacerte go as expected?

Yes

Would you buy Intuit Lacerte again?

Yes

Other Software Used

QuickBooks Desktop Pro, Microsoft 365 Business Premium

Likelihood to Recommend

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!

Lace rte has it all-bells, whistles, etc

Overall Satisfaction with Intuit Lacerte