Intuit Lacerte Rocks The House
January 27, 2026

Intuit Lacerte Rocks The House

Kenneth Quick | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Intuit Lacerte

Intuit Lacerte provides the tax prep software solution for our firm of 1500+ individual clients and 500+ business returns. It also assists us with tracking the progress of the status of each return in addition to processing the data and calculations of the return, which aids in project management of the tax returns specifically in our office.

Pros

  • Tracks Return Status
  • Processes the Data
  • Manages the e-file and e-signatures within one platform.

Cons

  • Although Intuit Lacerte offers the option for clients to by by refund, it is limited to 2 banks which means we could have to change banks to offer this service, broadening the banks relationship would assist us greatly.
  • Although Intuit Lacerte is set up for running reports, they are not as dynamic as they could be, for example, running a report for all clients working for a specific employer, or occupation if we were targeting an audience.
  • Intuit Lacerte has allowed us to remain efficient with filings, which increases our AHR (Average Hourly Rate) and assists us in calculating a proper fee for the clients based in this data.
Intuit Lacerte is not only easy for those veteran users such as myself, but is it also easy to teach to the new users, which makes it a good fit for a firm such as ours that has a high volume of interns and trainees in the industry. Many of which can then take that experience with them to the next firm they move on to, which exhibits as perpetual value.

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

No

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

Intuit Lacerte in intuitive, engaging, and thorough in its processes, and tech support is always on hand if you get stuck. It has been our go to for 25+ years, and although I have seen other products in action, and discussed other projects with colleagues, it still seems like the best fir for our firm all these years later.

Intuit Lacerte Feature Ratings

Type of tax ()
Not Rated
Tax Reporting & Compliance
10.0
3rd-Party Software Integrations
10
Tax Data Reporting
10
Compliance Administration Management
10
Tax Exemption Processing
10
Tax Document Management
10
Complex Tax Scenario Management
10

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