Lacerte Tax

RATING:

4.4

(13)

About Lacerte Tax

Intuit Lacerte Tax can help you prepare tax returns for individual businesses and individuals with little effort. With features like automatic tax planning and collaboration with other Intuit products, Intuit Lacerte Tax helps increase efficiency and reduce errors. When it comes to doing taxes, Lacerte Tax offers you a suite of products that can accommodate even the most complex returns. Available as an online solution, Lacerte Tax allows you to access all tax knowledge, forms and data directly from the cloud.

Lacerte Tax Pricing

Starting price: 

$429.00 per year

Free trial: 

Not Available

Free version: 

Not Available

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Lacerte Tax Reviews

Overall Rating

4.4

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4

Value for money

3.5

Functionality

4.5

Most Helpful Reviews for Lacerte Tax

1 - 5 of 13 Reviews

Isaac

Utilities, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

Outstandinf Tax and Accounting Solution

Lacerte Tax is significant in ensuring tax compliance for our businesses.

PROS

Lacerte Tax brings appropriate tax computing solution for organizations.

CONS

Lacerte Tax has managed to offer useful information, hence, no dislike.

User Profile

Russell

Verified reviewer

Accounting, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed December 2021

A capable, premium professional tax software

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.

PROS

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.

CONS

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.

Reason for choosing Lacerte Tax

Familiarity with the input scheme and capabilities. For ultratax the cost would not be significantly lower and we would lose too much productivity while learning a new software. For ProConnect Tax it would be more expensive since it is pay per return only.

marc

Accounting, 1 employee

Used daily for more than 2 years

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

5

VALUE FOR MONEY

1

CUSTOMER SUPPORT

2

FUNCTIONALITY

1

Reviewed February 2023

They don't listen to suggestions and their support people are "hit and miss"

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.

PROS

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

CONS

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.

Dan

Accounting, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

4

Reviewed May 2024

lacerte review

happy with product. customer service has gone downhill but at least they are US based.

PROS

with experience, it is an efficient tax program

CONS

cost, proforma from prior year should not be done until you do return as they seem to screw that up early. better and more review worksheets

Reason for choosing Lacerte Tax

liked the feel and look of product. intro cost was a factor

Reasons for switching to Lacerte Tax

did not like old "dos" fees of program. probably would have learned to like over time. had colleagues that use it and love it.

Elizabeth

Accounting, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2022

This is the best software for a thoughtful tax professional

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

PROS

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.

CONS

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.

Reasons for switching to Lacerte Tax

TR was way over priced, drake was basic and it's UI was very archaic, mytaxprepoffice I love the UI but the forms never flowed to the right spots correctly and there were always very costly and time consuming mistakes