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Lacerte® Workflow Solutions
Add these time-saving tools to your Lacerte software and you'll have the power to get more done across your entire workflow — all year long!
The word 'integration' is overused but the idea is simple: Intuit helps me by keeping everything under the same roof allowing me to do better work for my customers."
- William Keller
We have solutions for practices who want to reduce inefficient manual data entry by importing data directly from source documents and financial institutions.
Data Entry & Collection
Import more electronically, input less manually
Lacerte Tax Import
Innovative technology imports data from scanned documents and financial institutions directly into your Lacerte tax program.Lacerte helps you finish even the most complicated tax work in less time and with more confidence. That's because only Lacerte combines the tax forms and diagnostics you need with the integrated tools to simplify your routine tasks.
Tax Preparation
Software you can trust to handle the volume and complexity
Lacerte Unlimited Modules
Lacerte professional tax preparation software is uniquely designed to help increase your firm's productivity. Lacerte is considered a leader in the industry and trusted by nearly 40,000 firms.Everything you need for lower volume of returns
Lacerte Pay as You Go
Pay-as-you-go option perfect for preparing a lower volume of specific types of tax returns, such as 64 individual 1040 and state returns. All the forms, worksheets, schedules and capabilities of the unlimited version.Have confidence that you're making the right research decisions during tax preparation. Access over 1.5 million sections, articles, charts, letters, documents from Federal and state expert summaries all within Lacerte.
Research
Get the right answers to your tax questions quickly
Lacerte Tax Research
Get fast answers to your tax questions. Use Google-like search to find tax answers as questions arise, and attach results to returns with one click — all without leaving Lacerte.Starting in tax year 2011, new federal legislation is mandating individual e-File for anyone preparing 11 or more returns.
File & Finalize
Stay compliant and file faster
Lacerte's Complete e-Filing Solution
Our Lacerte e-File Resource Center is designed for new e-Filers to help you make the transition to e-Filing as quick and smooth as possible.Provide valuable tax strategies, build stronger relationships and improve service by electronically storing client information.
Consulting
50% off our three most popular time-saving tools
Lacerte Productivity Plus Bundle
- Lacerte Tax Analyzer: Provide tax strategies tailored to your client's specific situation
- Lacerte Tax Planner: Help protect your clients from audits by decreasing liabilities
- Lacerte Document Management System: Electronically store any type of client information, reducing the need for printing and filing
