Intuit Lacerte

Power through complex tax workflows with comprehensive forms, diagnostics, and e-filing for accounting professionals.

by Intuit · Tax Compliance

Intuit Lacerte screenshot

Executive Summary

Intuit Lacerte is a robust tax software designed for accounting firms and tax professionals to efficiently prepare and file complex individual and business tax returns. It streamlines tax workflows with features like automated diagnostics, extensive form coverage, and e-filing capabilities. Lacerte helps professionals provide clarity to clients' financial futures through reliable insights and tax planning solutions, catering to firms handling intricate client needs.

Use Cases

  • Preparation and e-filing of individual (1040) tax returns, including complex scenarios.
  • Preparation and e-filing of business tax returns (1120, 1120S, 1065, 1041, 990, 5500, 706, 709).
  • Managing multi-state tax allocations for individuals and businesses.
  • Tax planning and projection for clients to optimize financial outcomes.
  • Automating data import from accounting software and financial institutions.
  • Securely obtaining client e-signatures and managing document exchange.

Features

Visibility

  • Customizable Client List: View and sort client returns with over 500 customizable data points, including status, preparer, and financial details.
  • E-file Status Tracking: Monitor the real-time status of e-filed returns and e-signature requests directly within the software.
  • Audit Log: Track changes made to a tax return, including who made the change and when, providing an audit trail.

Intelligence

  • Automated Diagnostics: Identifies critical errors and potential issues in tax returns, preventing rejections and ensuring accuracy.
  • Tax Planning Tools: Allows for creating demo returns for projections and analyzing the impact of tax reforms on client finances.
  • Complex Calculation Handling: Automatically tracks basis, at-risk, and passive loss limitations, crucial for complex business returns.
  • Automated K-1 Flow-Through: Streamlines the process of flowing through K-1 data for partnerships and S-corporations.

Support

  • Multi-channel Support: Access support via phone, email, and chat, with extended hours during busy tax seasons.
  • In-app Help & Training Resources: Provides in-product information, training materials, and extensive online resources for self-help.
  • Dedicated Account Management: Offers dedicated support for larger firms and complex needs (inferred from B2B nature).

Technical Specifications

Architecture
Desktop application with optional third-party hosted environment
Deployment
Hybrid
Authentication
Lacerte credentials, likely supports SSO and MFA through Intuit's ecosystem
API Available
Yes
MCP Server
No

Infrastructure

  • AWS
  • Azure
  • GCP

Integrations

  • QuickBooks
  • Rightworks
  • Intuit Link
  • Microsoft Office

Security & Compliance

Certifications: SOC 2 Type II

Encryption: AES-256 at rest, TLS 1.2/1.3 in transit (inferred for Intuit products)

Pricing

Model
Subscription-based, Pay-Per-Return, or Unlimited Packages
Starting Price
Annual license fee + per-return fees (e.g., $860 annual license + $96/individual return, $125/business return) or fixed price for unlimited returns. Contact sales for package pricing.
Target Customer
Small to large accounting firms and tax professionals handling complex returns.
Contract Type
Annual
Free Trial
Yes, Free version available with printing/e-filing limitations, full trial details require contact. (credit card required)

About Intuit

Intuit is a global technology platform that helps customers and communities overcome their most important financial challenges. It builds innovative products and services like QuickBooks, TurboTax, Credit Karma, and Mailchimp, serving approximately 100 million consumers and small businesses.

Founded: 1983 · Headquarters: Mountain View, United States · Employees: 18,200 (end of fiscal year 2025) · Public

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