All Lacerte Tax Reviews
1-13 of 13 Reviews
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Isaac
Utilities, 201-500 employees
Used daily for less than 2 years
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.
PROSLacerte Tax brings appropriate tax computing solution for organizations.
CONSLacerte Tax has managed to offer useful information, hence, no dislike.
Russell
Verified reviewer
Accounting, 2-10 employees
Used daily for more than 2 years
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.
PROSI 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.
CONSIt 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
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.
PROSAfter so many years I know what to expect and it's easy to use.
CONSIt'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.
Elizabeth
Accounting, 1 employee
Used daily for more than 2 years
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
PROSThis 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.
CONSIntuit. 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
Taylor
Accounting, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed December 2022
Lacerte Tax User Review
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.
PROSLacerte 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.
CONSMy 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.
He
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2022
Lacerte ... for the long haul
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.
PROSLacerte 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.
CONSCustomization of cover letters, organizers, engagement letters is limited. Works well, just limited.
Lisa
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2023
Lacerte - Pricey but worth it
Excellent customer service, easy to use.
PROSLacerte makes multi-state tax returns easy to prepare. Customer support is excellent and readily available.
CONSCity returns are difficult to produce and not automated.
Reason for choosing Lacerte Tax
Experience with the product at another firm.
Christine
Accounting, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed December 2022
Lacerte Review
Overall it is a great software with lots of amazing features. There are a few glitches that need to be worked out, but it's still a good option for preparing and filing tax returns.
PROSIt is easy to find input screens in the software. There is a control totals check to compare data. You can see a comparative to the market sector worksheet which is very useful. Diagnostics are simple to understand and correct.
CONSThere are a LOT of updates. I feel like it updates almost every time I login which takes quite a bit of time. Sometimes I get unknown errors and glitches which can be very annoying especially in tax season.
Caiden
Accounting, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed October 2022
Lacerte Review
Overall, I think this is good software but some of the little errors are annoying.
PROSI like that it is user friendly and intuitive
CONSI do not like the e-signature feature. So many errors. I also don't like that it crashes a lot.
Raissa
Accounting, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2022
Lacerte
Overall, this is a solid software for tax preparation.
PROSThe software is intuitive and offers useful features for E-filing and receiving payment
CONSLots of Updates which can take a long time sometimes
Anne
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
1
FUNCTIONALITY
5
Reviewed May 2022
Lacerte great product but expensive
Love it but very expensive.
PROSDiagnostic tools and depreciation input easy.
CONSThe Price is very high especially for a small practice.
Reasons for switching to Lacerte Tax
Taxworks closed.
Dan
Accounting, 2-10 employees
Used daily for more than 2 years
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.
PROSwith experience, it is an efficient tax program
CONScost, 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.
Cheryl
Accounting, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed May 2022
Easy To Use
Consistency between modules of the program is excellent. I love the jump to option when you are reviewing the forms in the program. The program is easy to learn.
CONSPartnership returns should be able to track recourse loans without having to type the information into the program directly.
Reasons for switching to Lacerte Tax
The price of the program was more affordable. Ease of reviewing the program is amazing. Learning curve for a new preparer is so much easier in Lacerte.