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Intuit Lacerte Tax Reviews & Product Details

David J. R.
DR
Business Owner
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Intuit Lacerte Tax?

Lacerte has accurate and updated calculations, as well as promptings to look at potential forms which might be needed for filing.

Lacerte's diagnostics are above and beyond any other software I have worked with. With guiding questions to give completeness to the return.

Also included is an analysis of every return prepared. This will compare the return to the IRS database averages for similar returns filed. This gives tremendous insight to potential missed information or possible pitfalls that could flag the return with the IRS.

Customer support, and the Lacerte community, are always quick, friendly and very accurate with any issues I might run into - usually becasue of operator error :-)

Finally, there is contunued Professional Education credits offered through Intuit each year as part of the package. Through these classes I learn new fetures and tips, and get my CPE hours! Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

The price is a little higher than I was hoping, but I find it well worhth the extra cost when compared to other software applications. Review collected by and hosted on G2.com.

Recommendations to others considering Intuit Lacerte Tax:

Try the free period and learn as much as you can. The learning curve is not as steep as some softwares, but the use is different than most programs. If in doubt as to where something goes... right-click on a field and you can "jump to input" - what a lifesaver that has been too!! Review collected by and hosted on G2.com.

What problems is Intuit Lacerte Tax solving and how is that benefiting you?

Quick, easy input screens help tax completion in about the half the time I spent using ATX.

The software is input driven rather than form driven - this means it will auto-populate required forms based on your input. No more searching around for what needs to be filed for the return when something changes.

These features have saved close to 40 - 50% on the time it takes each return to be prepared. Review collected by and hosted on G2.com.

Intuit Lacerte Tax Overview

What is Intuit Lacerte Tax?

Lacerte is a desktop or hosted professional tax software for large tax and accounting firms that need powerful tools designed for complex returns and multiple preparers. https://accountants.intuit.com/tax-software/lacerte/

Intuit Lacerte Tax Details
Product Website
Languages Supported
English
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Product Description

Lacerte is a solution that gives you the ability to manage speed, reliability and more to complete tax returns.


Seller Details
Seller
Intuit
Company Website
Year Founded
1983
HQ Location
Mountain View, California
Twitter
@Intuit
81,069 Twitter followers
LinkedIn® Page
www.linkedin.com
17,244 employees on LinkedIn®
Ownership
VIE:INTU
Phone
-6585
Total Revenue (USD mm)
$7,679
Description

Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.


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Overview Provided by:

Recent Intuit Lacerte Tax Reviews

Dwight N.
DN
Dwight N.Small-Business (50 or fewer emp.)
4.0 out of 5
"tax processing"
it is good for international tax issue(s) and matter(s) and has some good features that help obtain the right results with less input
Verified User
I
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Reliable Tax Projection Software"
Unlike Turbo Tax which I previously used just to simply enter numbers and receive a report, Lacerte goes the extra mile to give me a detailed repor...
Dolly L.
DL
Dolly L.Small-Business (50 or fewer emp.)
4.5 out of 5
"Lacerte is a robust tax preparation system"
That I can rely on the software to support my knowledge.
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Intuit Lacerte Tax Media

Intuit Lacerte Tax Demo - Workflow optimized interface
Lacerte helps you complete more returns with ease, designed with tabs that are logically set up to match the common tax workflow. - All clients can be seen at once with customizable columns. - Direct access to forms, diagnostics, print functions, and more reduces unnecessary clicks. - Flat ...
Intuit Lacerte Tax Demo - Diagnostics
Over 25,000 diagnostics are built into the software to streamline and enhance your review process. Critical diagnostics notify you at the top of your screen of the actions that still need to be taken in order for your current return to be e-filed successfully.
Intuit Lacerte Tax Demo - Smart Map - Trial Balance Utility
Use the SmartMap feature within the Trial Balance Utility to assign tax pages and lines to your trial balance accounts to save time and reduce manual data entry errors.
Intuit Lacerte Tax Demo - Missing Data Utility
Identify and mark data entry fields for which your client has not provided information right on screen as you work on their return. Then, email your client to request the required information. Use either the prepared message or create your own, which you can save and use for other clients.
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39 out of 40 Total Reviews for Intuit Lacerte Tax

4.2 out of 5
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Overall Review Sentiment for Intuit Lacerte TaxQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Verified User in Accounting
IA
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Intuit Lacerte Tax?

Unlike Turbo Tax which I previously used just to simply enter numbers and receive a report, Lacerte goes the extra mile to give me a detailed report of not only mine but my client's tax. Being a Tax Preparer myself Lacerte has made tax planning and advisory service so much easier and efficient. Also love the features that allows me to customize the tools and automatic features which applies to all my clients with just a click of a button. What I like most abou the software is the comparison I get from the Tax statement for my prior and current tax scenario. This allows me to accurately see how my financial standing has improved, also it helps pinpoint accurately if I missed out anything because it has the difference feature through comparison of the two years. Overall, I would say the best tax software I have ever used. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

I'm not sure, but the only flow I have here is not being able to generate an automatic editable Organizers form for my clients. Some of my clients who are not tax savy has to download and manually put in the info. It would have been better if it allows us to directly input datas into the form without having to use any third party sites like pdf filler. Moreover, it is not safe to use a third party site to edit a tax info. That is the only flow I believe can be fixed without any doubt! Thank you. Review collected by and hosted on G2.com.

What problems is Intuit Lacerte Tax solving and how is that benefiting you?

Like I've mentioned earlier, Lacerte software is an easy to use and an effective tool that helps me ascertain the tax situation of mine and my clients. It helps me practive my tax advisory role more correctly and efficiently. Entering number is fine, but being able to interprete the readily available info that lacerte provides is remarkable! Review collected by and hosted on G2.com.

Verified User in Legal Services
UL
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Intuit Lacerte Tax?

Lacerte Tax Software stands out for its robust and comprehensive tax preparation capabilities, making it an excellent choice for professional tax preparers handling complex returns. The software offers a wide array of forms and schedules, along with thorough diagnostic tools that help ensure accuracy before filing. Its integration with other Intuit products and third-party applications is seamless, which significantly streamlines workflow and reduces the need for manual data entry. The program’s speed in processing large amounts of data is also impressive, which is essential during the busy tax season. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

While Lacerte is powerful, it comes with a steep learning curve, especially for those new to the software or tax preparation in general. The interface, while functional, can feel outdated and less intuitive compared to some newer platforms. Additionally, the cost of Lacerte can be prohibitive for smaller practices, especially when considering the fees for add-ons and additional state modules. Customer support, while generally helpful, could be more responsive during peak tax times.

Overall, Lacerte Tax Software is a strong choice for seasoned professionals who need a reliable and thorough tool for tax preparation, but it may require a significant investment of both time and money to fully utilize its capabilities. Review collected by and hosted on G2.com.

What problems is Intuit Lacerte Tax solving and how is that benefiting you?

Lacerte Tax Software effectively solves the challenge of managing and preparing complex tax returns by offering an extensive range of forms and schedules that cover almost every possible tax scenario. For tax professionals handling multiple clients with varied tax needs, this comprehensive coverage is invaluable. The software's diagnostic tools help identify errors and potential issues before filing, reducing the risk of audits and ensuring compliance with tax laws. This reliability saves time and enhances the quality of service provided to clients.

Another significant problem Lacerte addresses is the integration and automation of data entry. By seamlessly integrating with other Intuit products and third-party applications, Lacerte reduces manual input, minimizing the risk of errors and speeding up the entire tax preparation process. This efficiency allows for better management of workload, especially during the busy tax season, and ultimately results in higher productivity and profitability.

For my practice, these features translate into more accurate and timely filings, less stress during peak periods, and improved client satisfaction due to the thoroughness and reliability of the returns prepared. Review collected by and hosted on G2.com.

Dwight N.
DN
CPA, CFP(R)
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Intuit Lacerte Tax?

it is good for international tax issue(s) and matter(s) and has some good features that help obtain the right results with less input Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

the loading of the server network version can require assistance for our IT consultant Review collected by and hosted on G2.com.

What problems is Intuit Lacerte Tax solving and how is that benefiting you?

adding more forms and features Review collected by and hosted on G2.com.

Dolly L.
DL
Principal
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Intuit Lacerte Tax?

That I can rely on the software to support my knowledge. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

Not very user friendly. It takes a learning curve. Review collected by and hosted on G2.com.

What problems is Intuit Lacerte Tax solving and how is that benefiting you?

The diagnostics feature is something I always review. I have found some new ways of interpreting data based onthat feature Review collected by and hosted on G2.com.

Rahul P.
RP
Senior Account Officer
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Intuit Lacerte Tax?

They are very cooperative and providing best quality of service l. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

I thing nothing like that they are very nice. Review collected by and hosted on G2.com.

What problems is Intuit Lacerte Tax solving and how is that benefiting you?

It's about tax matter. Resolve very professionally. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Intuit Lacerte Tax?

Lacerte goes very in depth. For those returns that are extremely in depth, with many special tax rules, Lacerte is exceptional at including everything and providing trustworthy calculations. It is also set up with the ability to watch the actual forms change while adjusting the input. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

Lacertee is not friendly to the non-career accountant. It is not setup to resemble government forms, and many features and inputs may seem hidden. You must be an experienced accountant to use Lacerte, as it uses accountant vernacular often and "expects" that users "know what they're doing." 1065/1120/990 TB integration (and 1040 K-1s w/o a 1065) is also quite annoying to figure out and use. Review collected by and hosted on G2.com.

What problems is Intuit Lacerte Tax solving and how is that benefiting you?

I am provided with a software to generate tax returns based on info received from clients. Review collected by and hosted on G2.com.

Amit S.
AS
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Intuit Lacerte Tax?

Well it's a user friendly, anyone with even a lil or no knowledge could be able to handle it. Also how it deals with the complex accounting or returns. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

Well it's requires a lil too much information Review collected by and hosted on G2.com.

What problems is Intuit Lacerte Tax solving and how is that benefiting you?

It's making any professional to handle accounting by itself Review collected by and hosted on G2.com.

Rajesh  J.
RJ
US Accountant
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Intuit Lacerte Tax?

The frinedly user interface and amazing support and timely updates are really helpful. Strongly recommended Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

Only sometime asking authorization notification pop up annoying Review collected by and hosted on G2.com.

What problems is Intuit Lacerte Tax solving and how is that benefiting you?

Customize and integrated solution for all the requirements Review collected by and hosted on G2.com.

Vikas C.
VC
Senior Analyst
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Intuit Lacerte Tax?

Lacerta tax ca help you prepare tax returns for individual business and individuals with little effort. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

It consumes alot of time while preparing tax. Review collected by and hosted on G2.com.

What problems is Intuit Lacerte Tax solving and how is that benefiting you?

It saved alot of time. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Intuit Lacerte Tax?

1. The line items are listed separately and highly organized, so it's very easy to find what you are looking for and fill in the box.

2. You can preview the tax return anytime, even before all information key in. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

None at this moment. I have been using multiple tax prep software and Lacerte by far is my favorate. The only issue is it's good for organization, and if you are individual and just look for good tax software for your own tax, the cost of Lacerte is high. Review collected by and hosted on G2.com.

What problems is Intuit Lacerte Tax solving and how is that benefiting you?

I have been using Laterte for tax filing for many years. it's a better tool compared to Turbo Tax if you have some basic tax knowledge. Review collected by and hosted on G2.com.