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Intuit Lacerte Tax Reviews & Product Details - Page 4

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
81,060 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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40 Intuit Lacerte Tax Reviews

4.2 out of 5
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40 Intuit Lacerte Tax Reviews
4.2 out of 5
40 Intuit Lacerte Tax Reviews
4.2 out of 5

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

I absolutely love the support Intuit provides to it's customers. We primarily use Lacerte for NYS returns which have the most complexity of all states from my experience. Other software was no match in the past and I would never downgrade. The override systems and easy input access to forms makes it easy to navigate. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

I only dislike the price point which is around $20k for our setup. Review collected by and hosted on G2.com.

Recommendations to others considering Intuit Lacerte Tax:

If you're considering Lacerte, be advised they may not have certain features as easily laid out as other, "cheaper" softwares on the market however do consider that once you are used to the functionalities, you will be able to navigate more in depth solutions for your clients. Review collected by and hosted on G2.com.

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

We are solving all of our tax related, trust management, corporation filing and personal return problems with this software. Review collected by and hosted on G2.com.

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

This program is easy to use. You do not need to know much about accounting to input numbers. It has a great platform and the help is amazing. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

It would be nice to have reference to the form numbers when inputting the information. Such as form 1040 or form 1120 on the input page so you know where to reference. Review collected by and hosted on G2.com.

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

We are using this program exclusively for completing tax returns and have been for a number of years. Review collected by and hosted on G2.com.

Verified User in Real Estate
UR
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Intuit Lacerte Tax?

The input screens are very well organized and extremely intuitive. The diagnostics are great. Great workflow features. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

The software is very expensive and customer support could be better. Review collected by and hosted on G2.com.

Recommendations to others considering Intuit Lacerte Tax:

Choose Lacerte over ProSeries Review collected by and hosted on G2.com.

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

I use Lacerte to prepare all types of tax returns. It provides me with an easy platform to get them completed and track their progress. 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
(Original )Information
What do you like best about Intuit Lacerte Tax?

The ability to switch between entities (partnership, s-corporation, etc...) with keyboard shortcuts. Automatic save upon exit is extremely helpful! Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

Doesn't switch to Corporate with Alt+C like it says it should..or at least I've never been able to get it to. Review collected by and hosted on G2.com.

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

We wanted to keep individual and entity tax preparation separate, this allows us to do that. Review collected by and hosted on G2.com.

Christopher B.
CB
Senior Accountant/Financial Systems Administrator
Retail
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Intuit Lacerte Tax?

I like how quickly you can process tax returns and how easy the software is to use Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

It takes some time to familiarize yourself with the software. Review collected by and hosted on G2.com.

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

It takes a very long time to use some of the other tax software available if you are trying to run a successful tax consultation business. Lacerte helps you process the return very quickly. Review collected by and hosted on G2.com.

Verified User in Outsourcing/Offshoring
UO
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Intuit Lacerte Tax?

Its a good software for expert tax preparers. I am an expert working at cogneesol and i saw all tax experts at cogneesol are working comfortably with intuit's lacerte. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

Designed for small or medium sized businesses, not for large scale tax preparation. Review collected by and hosted on G2.com.

Recommendations to others considering Intuit Lacerte Tax:

I would always recommend Lacerte software to my professional friends and business entrepreneurs as its the best one to handle the complexity and maintains accuracy. Review collected by and hosted on G2.com.

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

Lacerte is good to use because of it's user friendly interface. It can easily handle multiple tasks effectively and provides different functionality for reporting procedures. Review collected by and hosted on G2.com.

Leah M.
LM
Multi Unit Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Intuit Lacerte Tax?

This is premium quality software. It has all the bells and whistles and can handles the most complex tax returns. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

It is direct entry. You should probably have a strong accounting background or take lots of specific training in order to use this software most effectively. Review collected by and hosted on G2.com.

Recommendations to others considering Intuit Lacerte Tax:

Again be ready to face a learning curve. This isn't a click and go type of product. Review collected by and hosted on G2.com.

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

The most complex tax returns. Review collected by and hosted on G2.com.

Katie K.
KK
Accountant
Sports
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Intuit Lacerte Tax?

I like how easy it is to use. Migrating between screens is simple and the diagnostics test when finished helps check for errors or missed items. The entry process overall is easy to use as well. They also have great support to help you with any issues you have. Anytime I have called for assistance they take the time to focus on you and work through your issue until it is solved. This program is easy to learn and easy to teach to new employees as well. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

I am not fond of the popups that invade the screen every time I login in. You can easily hide them but its an extra step. I also wish updates could be performed on only the states you use as updating every state every time there is an update is time consuming. The cost is also slightly higher than similar products. Review collected by and hosted on G2.com.

Recommendations to others considering Intuit Lacerte Tax:

If you are looking for a program that is easy to use and has superior support than Lacerte is the program for you. It is more costly then other products available but the benefits outweigh the upfront cost. If you pay earlier in the year you do get a discount as well. Review collected by and hosted on G2.com.

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

It is an efficient and user friendly program for entering client information whether they are for individuals or for a corporation the program is straight forward and easy to teach to employees. It prints out reports that are valuable to my clients. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
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?

I like the ability to jump around to different forms and then input my tax numbers directly into the space by double clicking the applicable form. I also like the tax summary feature, this allows me to compare quickly different tax years and get a birds eye view of the tax return. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

I would like the option to be able to proforma backwards in time. Currently you can only pro forma forwards. i do not like the fact that I have to buy a subscription to BNA to do more detailed research and to get more estate planning forms. Review collected by and hosted on G2.com.

Recommendations to others considering Intuit Lacerte Tax:

If you are a medium size practice, with 1000 to 3000 clients that are not over 10 to 20 million, lacerte is a great option. Review collected by and hosted on G2.com.

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

I have been able to do more returns than ever by using Lacerte. I can keep my labor costs down because Lacerte is so efficient, my employees can do more work. Review collected by and hosted on G2.com.

Louise T.
LT
Finance Accountant
Accounting
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Intuit Lacerte Tax?

Lacerte provides best price for small business and self employed tax professional. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

I often found that Lacerte AMT calculation is off including AMT depreciation. Review collected by and hosted on G2.com.

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

I use Lacerte to do the projection for the clients. It is better than BNA cost-wise and accuracy-wise. Review collected by and hosted on G2.com.