I don't think there is a better option for tax professionals who also plan and provide services to business and non-profits

This software is better than others near this price range because it has logical and simple input options, and form views, and also provides notes and better diagnostics for accuracy. I also really like its customization options and integration.

Intuit. I really just in general dislike them. They're not as bad as Thompson Reuters but are a close 2nd. Any good software that comes on the market they buy up and ridiculously inflate the price. They also hook you with low-price options and trials and then double the price once you're invested.

We have a strong love/hate relationship with Lacerte, it’s painful to pay the high cost but we are very familiar with the product and it is very capable overall. Basically Intuit has us right where they want us as competitor products are priced similarly and so there is no meaningful incentive to switch software.

I have been using Lacerte for 18 years and so I am extremely efficient in using it. It allows us to prepare a high volume of returns with minimal fuss, and the diagnostic checks are good at catching oversights and errors. The printed return forms, statements, client letters, etc look professional and polished.

It is costly, and goes up each year, although competitor products with similar capabilities charge similar prices . Also, if you stop paying for new software you can’t efile returns for past years that you did already pay for. All significant improvements to the workflow or product capabilities are sold separately as an add on, further increasing the cost. Support is very slow. It frequently takes 30-45 minutes to talk to someone. For a product with premium pricing this is absolute garbage.

Over the years the quality of the support staff has degraded. Some are fantastic but some are severely lacking. If I wasn't so close to retiring I would change to another software company and wish I could go back 30 years and use another company.

After so many years I know what to expect and it's easy to use.

It's very expensive and they don't respond to suggestions. For example, I've made the same suggestion for four years: When printing the client letter I want the client's estimated tax schedule to print but I don't always want the vouchers to print because many of my clients pay electronically. Lacerte has no option to suppress the printing of the vouchers unless you suppress the printing of the estimated tax schedule on the client letter.

My overall experience with Lacerte Tax is that it is very efficient and user friendly. I started using Lacerte as a recent college graduate, and I caught on very quickly to how all of the input screens work. It is also very helpful with all of the diagnostics it provides. This helps you ensure that you are providing accurate information to the IRS.

Lacerte Tax is very user friendly and even easy to use for recent college graduates. I feel like this is very important when you are just learning how to file tax returns. All of the input screens are laid out well as well. One of my favorite features of Lacerte Tax is the diagnostics feature that provides information about things that could be incorrect & also about tax laws, etc. This helps you know that you are filing each tax return as correctly as possible.

My biggest complaint with Lacerte Tax would be all of the updates that it requires & the glitches that happen if not updated when each update is available. However, I realize that these updates are just to ensure that the system is up to date with tax laws, etc.

I work with several different software programs each year (ProSeries, Lacerte, TaxAct) and would choose Lacerte over all of them. The few things that Lacerte does much better than the others is the state integration, K-1 export/import and Kiddie tax integration (no separate input needed). The K-1 auto export/import is amazing.

Lacerte does very few changes each year (outside of tax calculations). You can depend on not needing to relearn how to use the product, rely on features, rely on consistent accuracy. This is the best product on the market and the increase in price is worth every penny.

Customization of cover letters, organizers, engagement letters is limited. Works well, just limited.