Get simple forms-based screens and one-click access to calculation details. Run your firm remotely with a centralized, real-time view of your work, clients and staff. Put your Lacerte or ProSeries software on the cloud for built-in security, automatic backups and less IT stress. Get any document signed securely from any online device, all done with quick clicks inside your tax software.
Give your clients the option of no upfront, out-of-pocket costs and give yourself an easy way to get paid with refund transfers. Quickly gather your clients' tax data with the secure online portal included for free with your tax software. Access all your QuickBooks clients, resources, and tools under one login from anywhere. Get all the power of QuickBooks in a one-time purchase accounting software installed on your office computer.
Ease your mind with free webinars and training to make it simple to switch and get the most value from your software. Get access to your own training portal and get recommendations for efficient, self-paced learning. Sharpen your skills with live sessions or recordings on topics like tax law, advisory, and workflow optimization.
Read articles curated especially for pros establishing a new practice. Lacerte Tax. Try it free. Lacerte Tax Overview. See all Lacerte packages. Lacerte Individual federal returns option for preparing up to individual federal returns. Try for free.
Lacerte includes. A comprehensive set of individual form sets can use up to State e-filing The ability to e-file late and amended tax returns for tax years still open for e-filing with the IRS Live technical and product support phone, chat, email Access to training content Access to Lacerte eOrganizer Federal interest rate updates Electronic signature sign-offs for 5, forms Transaction downloads from more than financial institutions.
Support Lacerte provides myriad ways to get you the answers you need fast, including toll-free phone support, email, live chat, online, and more. Easy Start onboarding Dedicated resources make sure you receive the support, training, and data conversion services you need to get ready for next tax season. Lacerte community Expansive network of Lacerte users so you can ask questions, share ideas, and seek other practical tax and product advice.
Terms and conditions, features, support, pricing, and service options subject to change without notice. View more tax and accounting resources. Tap into highly powerful tools designed for complex returns and multiple preparers.
Gain added flexibility delivered fully on the cloud with nothing to download. Get simple forms-based screens and one-click access to calculation details. Run your firm remotely with a centralized, real-time view of your work, clients and staff. Put your Lacerte or ProSeries software on the cloud for built-in security, automatic backups and less IT stress. Get any document signed securely from any online device, all done with quick clicks inside your tax software.
Give your clients the option of no upfront, out-of-pocket costs and give yourself an easy way to get paid with refund transfers. Quickly gather your clients' tax data with the secure online portal included for free with your tax software.
Access all your QuickBooks clients, resources, and tools under one login from anywhere. Get all the power of QuickBooks in a one-time purchase accounting software installed on your office computer. Ease your mind with free webinars and training to make it simple to switch and get the most value from your software.
Get access to your own training portal and get recommendations for efficient, self-paced learning. Sharpen your skills with live sessions or recordings on topics like tax law, advisory, and workflow optimization.
View more features. Save up to 50 minutes on a complex return and 28 minutes on a simple return thanks to 32 time-saving features. Lacerte overview. Take a quick look at Lacerte in action and see how it can help you tackle the most complex returns with confidence. See Lacerte in action.
Financial institution download. Get access to more than supported partners, free with your Lacerte software. See financial institution download in action. Jump to input. See jump to input in action. K-1 data import. Save 37 minutes per return with the ability to automatically transfer partnership, S corp, and fiduciary tax data into individual returns or between business returns. See K-1 data import in action. Missing data utility. Easily keep track of any missing client data and send requests online with a click, and save 30 minutes, on average.
See missing data utility in action. View more time-saving tools. Maximize your productivity by including integrated add-on solutions to complete your online tax workflow. View more workflow add-ons. Enjoy the confidence that comes with free, unrivaled support and training that starts the moment you do.
I rely on Lacerte to take on the most complex returns so my clients know they can always rely on me. Try it free.
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