Lacerte

Lacerte

Lacerte offers customizable tax preparation software tailored for accountants and firms of all sizes, streamlining end-to-end tax workflows. This trusted solution, in use since 1978, includes built-in tax advisory insights, seamless integration with accounting tools, and efficient features like quick form generation, secure data management, and advanced diagnostics for error detection.

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Top Lacerte Features

  • Customizable tax workflow
  • Built-in tax advisory insights
  • Data import from scanned documents
  • Secure client data portal
  • 1099 and W-2 generation
  • Client signature management
  • EA and CPA notice resolution
  • Refund transfer payment option
  • Comprehensive data conversion services
  • User-friendly interface
  • Automated error diagnostics
  • Flat worksheet-based design
  • Multistate tax support
  • Live and recorded webinars
  • On-screen help software
  • Integration with QuickBooks
  • Personalized U.S.-based support
  • Advanced calculation automation
  • Missing data tracking
  • Easy Start onboarding program