# Intuit Lacerte Tax vs UltraTax CS Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Intuit Lacerte Tax excels in user satisfaction, boasting a significantly higher overall score compared to UltraTax CS. Users appreciate its **robust and user-friendly experience** , which is particularly beneficial for handling complex tax returns.
- **According to verified reviews** , UltraTax CS users highlight the software's seamless integration with other Thomson Reuters applications, which **saves time on data entry** and enhances workflow efficiency. However, some users feel it struggles to meet specific workflow needs.
- **Reviewers mention** that Lacerte Tax's intuitive interface streamlines the tax preparation process, ensuring both **smoothness and accuracy**. This is a notable advantage for users managing intricate tax situations, while UltraTax CS has received mixed feedback regarding its ease of use.
- **Users say** that UltraTax CS offers valuable features like e-filing options and rollover capabilities from year to year, which can simplify the tax preparation process. However, the overall user experience is rated lower than that of Lacerte Tax, indicating room for improvement.
- **According to recent user feedback** , Lacerte Tax's latest updates, including **background updates** , enhance convenience and save time, making it a preferred choice for many professionals. In contrast, UltraTax CS has fewer recent reviews, suggesting it may not be as actively updated or supported.
- **G2 reviewers highlight** that while both products have strong features for calculations and reporting, Lacerte Tax's higher ratings in support and ease of administration indicate a more reliable experience for users seeking assistance and guidance.



| | Intuit Lacerte Tax | UltraTax CS | 
|---|---|---|
| **Star Rating** | 4.3 out of 5 | 3.4 out of 5 | 
| **Total Reviews** | 187 | 61 | 
| **Largest Market Segment** | Small-Business (90.4% of reviews) | Small-Business (95.0% of reviews) | 
| **Entry Level Price** | Contact Us 1 license With One-Time Purchase | No pricing available | 

---
## Top Pros & Cons

### Intuit Lacerte Tax

**Not enough data**

### UltraTax CS

Pros:
- Customer Support (2 reviews)
- Ease of Use (2 reviews)

Cons:
- Difficult Learning (1 reviews)
- Expensive (1 reviews)

---
## Ratings Comparison
| Rating | Intuit Lacerte Tax | UltraTax CS | 
|---|---|---|
  | **Meets Requirements** | 8.8 (176 reviews) | 7.7 (50 reviews) | 
  | **Ease of Use** | 8.6 (183 reviews) | 7.6 (51 reviews) | 
  | **Ease of Setup** | 8.4 (142 reviews) | 7.6 (14 reviews) | 
  | **Ease of Admin** | 8.7 (33 reviews) | 6.0 (7 reviews) | 
  | **Quality of Support** | 7.8 (169 reviews) | 6.7 (49 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.2 (35 reviews) | 5.0 (7 reviews) | 
  | **Product Direction (% positive)** | 6.6 (181 reviews) | 6.2 (49 reviews) | 

---
## Pricing

### Intuit Lacerte Tax

#### Entry-Level Pricing

Plan: Lacerte Essentials

Price: Contact Us 1 license With One-Time Purchase

Key Features:
- Unlimited client advisory reports
- Bundles of individual and business returns (200 or more)
- Unlimited state returns

[Browse all 4 editions](https://www.g2.com/products/intuit-lacerte-tax/pricing)

#### Free Trial

Yes

### UltraTax CS

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Tax Practice Management

| Product | Score | Reviews |
|---|---|---|
| **Intuit Lacerte Tax** | N/A | N/A |
| **UltraTax CS** | N/A | N/A |

#### Platform Additional Functionality

| Feature | Intuit Lacerte Tax | UltraTax CS | 
|---|---|---|
| **Cloud** | Not enough data | Not enough data | 
| **Messaging** | Not enough data | Not enough data | 
| **Payment** | Not enough data | Not enough data | 
| **Portal** | Not enough data | Not enough data | 

#### Platform Content

| Feature | Intuit Lacerte Tax | UltraTax CS | 
|---|---|---|
| **Automation** | Not enough data | Not enough data | 

#### Platform Data

| Feature | Intuit Lacerte Tax | UltraTax CS | 
|---|---|---|
| **Dashboard** | Not enough data | Not enough data | 

#### Agentic AI - Tax Practice Management

| Feature | Intuit Lacerte Tax | UltraTax CS | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Corporate Tax

| Product | Score | Reviews |
|---|---|---|
| **Intuit Lacerte Tax** | 7.8/10 | 93 |
| **UltraTax CS** | 8.5/10 | 8 |

#### Tax Planning

| Feature | Intuit Lacerte Tax | UltraTax CS | 
|---|---|---|
| **Strategies** | 7.5 (92 reviews) | 8.5 (8 reviews) | 
| **Exemptions** | 6.6 (92 reviews) | 8.3 (8 reviews) | 
| **Credits** | 8.2 (91 reviews) | 8.8 (8 reviews) | 
| **Estimations** | 8.5 (89 reviews) | 8.1 (8 reviews) | 

#### Tax Filing

| Feature | Intuit Lacerte Tax | UltraTax CS | 
|---|---|---|
| **Calculations** | 9.0 (90 reviews) | 9.2 (8 reviews) | 
| **Rules & Regulations** | 8.5 (90 reviews) | 8.5 (8 reviews) | 
| **Reporting** | 8.5 (90 reviews) | 8.3 (8 reviews) | 

#### Workflows

| Feature | Intuit Lacerte Tax | UltraTax CS | 
|---|---|---|
| **Integrations** | 6.9 (86 reviews) | 8.8 (8 reviews) | 
| **Importing** | 6.7 (83 reviews) | 8.3 (8 reviews) | 

### Professional Tax

| Product | Score | Reviews |
|---|---|---|
| **Intuit Lacerte Tax** | 8.0/10 | 135 |
| **UltraTax CS** | N/A | N/A |

#### Tax Forms - Professional Tax Software

| Feature | Intuit Lacerte Tax | UltraTax CS | 
|---|---|---|
| **Federal Tax ** | 9.2 (135 reviews) | Not enough data | 
| **State Tax** | 8.8 (134 reviews) | Not enough data | 

#### Data management - Professional Tax Software

| Feature | Intuit Lacerte Tax | UltraTax CS | 
|---|---|---|
| **Data Import** | 7.1 (129 reviews) | Not enough data | 
| **Data Export** | 7.5 (132 reviews) | Not enough data | 

#### Tax filing - Professional Tax Software

| Feature | Intuit Lacerte Tax | UltraTax CS | 
|---|---|---|
| **E-filing** | 9.2 (134 reviews) | Not enough data | 
| **eSignatures** | 7.8 (132 reviews) | Not enough data | 
| **Calculation** | 9.1 (133 reviews) | Not enough data | 

#### Reporting - Professional Tax Software

| Feature | Intuit Lacerte Tax | UltraTax CS | 
|---|---|---|
| **Tax Planning** | 7.7 (133 reviews) | Not enough data | 

#### Integration and Support - Professional Tax Software

| Feature | Intuit Lacerte Tax | UltraTax CS | 
|---|---|---|
| **Payment ** | 7.6 (129 reviews) | Not enough data | 
| **Client Portal** | 6.6 (129 reviews) | Not enough data | 
| **Tax Advisor** | 7.0 (131 reviews) | Not enough data | 
| **Mobile App** | Feature Not Available | Not enough data | 

---
## Categories
**Shared Categories (2):** [Corporate Tax Software](https://www.g2.com/categories/corporate-tax), [Professional Tax Software](https://www.g2.com/categories/professional-tax)


**Unique to UltraTax CS (1):** [Tax Practice Management Software](https://www.g2.com/categories/tax-practice-management)


---
## Reviewer Demographics

### By Company Size

| Segment | Intuit Lacerte Tax | UltraTax CS | 
|---|---|---|
| **Small-Business** | 90.4% | 95.0% | 
| **Mid-Market** | 7.5% | 3.3% | 
| **Enterprise** | 2.1% | 1.7% | 

### By Industry

#### Intuit Lacerte Tax

- **Accounting:** 85.6%
- **Financial Services:** 2.7%
- **Legal Services:** 2.1%
- **Outsourcing/Offshoring:** 1.6%
- **Law Practice:** 1.6%
- **Real Estate:** 1.1%
- **Airlines/Aviation:** 1.1%
- **Consulting:** 0.5%
- **Sports:** 0.5%
- **Renewables & Environment:** 0.5%
- **Other:** 2.7%

#### UltraTax CS

- **Accounting:** 93.2%
- **Computer Software:** 3.4%
- **Information Technology and Services:** 1.7%
- **Chemicals:** 1.7%

---
## Alternatives

### Alternatives to Intuit Lacerte Tax

- [CCH ProSystem fx Tax](https://www.g2.com/products/cch-prosystem-fx-tax/reviews) — 4.1/5 stars (133 reviews)
- [Drake Tax](https://www.g2.com/products/drake-tax/reviews) — 4.6/5 stars (27 reviews)
- [ProSystem fx Suite](https://www.g2.com/products/prosystem-fx-suite/reviews) — 4.0/5 stars (63 reviews)
- [Avalara](https://www.g2.com/products/avalara/reviews) — 4.0/5 stars (825 reviews)
- [Vertex](https://www.g2.com/products/vertex-inc-vertex/reviews) — 4.4/5 stars (466 reviews)
- [TaxJar](https://www.g2.com/products/taxjar/reviews) — 4.7/5 stars (252 reviews)
- [GoSystem Tax RS](https://www.g2.com/products/gosystem-tax-rs/reviews) — 3.9/5 stars (32 reviews)
- [DualEntry](https://www.g2.com/products/dualentry/reviews) — 4.9/5 stars (122 reviews)
- [Sovos](https://www.g2.com/products/sovos/reviews) — 4.2/5 stars (92 reviews)
- [Caseware](https://www.g2.com/products/caseware/reviews) — 4.0/5 stars (70 reviews)

### Alternatives to UltraTax CS

- [Drake Tax](https://www.g2.com/products/drake-tax/reviews) — 4.6/5 stars (27 reviews)
- [CCH ProSystem fx Tax](https://www.g2.com/products/cch-prosystem-fx-tax/reviews) — 4.1/5 stars (133 reviews)
- [Intuit ProSeries Tax](https://www.g2.com/products/intuit-proseries-tax/reviews) — 4.2/5 stars (86 reviews)
- [Intuit ProConnect Tax](https://www.g2.com/products/intuit-proconnect-tax/reviews) — 4.4/5 stars (276 reviews)
- [ProSystem fx Suite](https://www.g2.com/products/prosystem-fx-suite/reviews) — 4.0/5 stars (63 reviews)
- [Avalara](https://www.g2.com/products/avalara/reviews) — 4.0/5 stars (825 reviews)
- [Vertex](https://www.g2.com/products/vertex-inc-vertex/reviews) — 4.4/5 stars (466 reviews)
- [TaxDome](https://www.g2.com/products/taxdome/reviews) — 4.7/5 stars (701 reviews)
- [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) — 4.8/5 stars (895 reviews)
- [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) — 4.6/5 stars (715 reviews)

---
## Top Discussions

### Intuit Lacerte Tax

- Title: [How much does Lacerte tax software cost?](https://www.g2.com/discussions/how-much-does-lacerte-tax-software-cost) — 1 comment
  > **Top comment:** "It cost very minimal and completely worth simply you can$7 per return or basically start with $400 only"

### UltraTax CS

- Title: [Experience with multiple outages?](https://www.g2.com/discussions/experience-with-multiple-outages) — 1 comment, 1 upvote
  > **Top comment:** "Yes. They go down daily"

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/intuit-lacerte-tax-vs-ultratax-cs)