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Join us January 10–11 for the 2024 Tax Season and Advisory Readiness free
virtual conference. 
Learn more
 * Products
   Products
    * Professional tax software
      Professional tax software
       * Intuit Lacerte Tax
         Tap into highly powerful tools designed for complex returns and
         multiple preparers.
       * Intuit ProConnect Tax
         Gain added flexibility delivered fully on the cloud with nothing to
         download.
       * Intuit ProSeries Tax
         Get simple forms-based screens and one-click access to calculation
         details.
       * See all tax software
   
    * Workflow add-ons
      Workflow add-ons
       * Intuit Tax Advisor
         Create automatic tax plans for clients using tax return data mined from
         your ProConnect Tax or Lacerte software.
       * Hosting for Lacerte and ProSeries
         Put your Lacerte or ProSeries software on the cloud for built-in
         security, automatic backups and less IT stress.
       * eSignature
         Get any document signed securely from any online device, all done with
         quick clicks inside your tax software.
       * Protection Plus
         Protect your clients from audits, tax notices and identity theft with
         $1 Million Tax Audit Defense™.
       * Pay-by-Refund
         Give your clients the option of no upfront, out-of-pocket costs and
         give yourself an easy way to get paid with refund transfers.
       * Intuit Select Pro Staffing
         Build capacity, grow your business and increase productivity when you
         work with tax experts vetted by Intuit.
       * See all workflow add-ons
   
    * Accounting solutions
      Accounting solutions
       * QuickBooks Online Accountant
         Access all your QuickBooks clients, resources, and tools under one
         login from anywhere.
       * QuickBooks Accountant Desktop
         Get all the power of QuickBooks in a one-time purchase accounting
         software installed on your office computer
       * EasyACCT
         Gain a proven solution for write-up, A/P, A/R, payroll, bank
         reconciliation, asset depreciation, and financial reporting.

 * Training & Education
   Training & Education
    * Learning, news, and insights
      Learning, news, and insights
       * Education resource center
         Browse our full list of training and education resources in one
         convenient place.
       * Tax Pro Center
         Find articles on what’s important and trending in tax and accounting.
       * Resources for starting a tax practice
         Read articles curated especially for pros establishing a new practice.
   
    * Events and virtual conferences
      Events and virtual conferences
       * On-demand: Tax Season & Advisory Readiness Virtual Conference
         Prepare for tax season by signing up to watch two days of recorded
         keynotes and training sessions. Discover new tax laws, updates to
         products, tax advisory services, and more.
       * Learn more
       * See all upcoming industry events

 * Support
   Support
    * Online forum
      Online forum
       * Community for fast answers
         Connect with pros like you and Intuit product experts to get the
         information you need, when you need it.
       * Lacerte
       * ProConnect
       * ProSeries
   
    * Contact us
      Contact us
       * Lacerte: 800-933-9999
       * ProConnect: 833-269-0896
       * ProSeries: 800-434-6818
   
    * Looking for QuickBooks help?
      Looking for QuickBooks help?
       * Access training and support resources

 * For Sales: 833-671-4681
 * Sign in
   Sign in
    * Lacerte
    * ProSeries
    * ProConnect
    * Other Intuit Services

 * Products
   
    * Professional tax software
       * Intuit Lacerte Tax
         Tap into highly powerful tools designed for complex returns and
         multiple preparers.
       * Intuit ProConnect Tax
         Gain added flexibility delivered fully on the cloud with nothing to
         download.
       * Intuit ProSeries Tax
         Get simple forms-based screens and one-click access to calculation
         details.
       * See all tax software
   
    * Workflow add-ons
       * Intuit Tax Advisor
         Create automatic tax plans for clients using tax return data mined from
         your ProConnect Tax or Lacerte software.
       * Hosting for Lacerte and ProSeries
         Put your Lacerte or ProSeries software on the cloud for built-in
         security, automatic backups and less IT stress.
       * eSignature
         Get any document signed securely from any online device, all done with
         quick clicks inside your tax software.
       * Protection Plus
         Protect your clients from audits, tax notices and identity theft with
         $1 Million Tax Audit Defense™.
       * Pay-by-Refund
         Give your clients the option of no upfront, out-of-pocket costs and
         give yourself an easy way to get paid with refund transfers.
       * Intuit Select Pro Staffing
         Build capacity, grow your business and increase productivity when you
         work with tax experts vetted by Intuit.
       * See all workflow add-ons
   
    * Accounting solutions
       * QuickBooks Online Accountant
         Access all your QuickBooks clients, resources, and tools under one
         login from anywhere.
       * QuickBooks Accountant Desktop
         Get all the power of QuickBooks in a one-time purchase accounting
         software installed on your office computer
       * EasyACCT
         Gain a proven solution for write-up, A/P, A/R, payroll, bank
         reconciliation, asset depreciation, and financial reporting.

 * Training & Education
   
    * Learning, news, and insights
       * Education resource center
         New
         Browse our full list of training and education resources in one
         convenient place.
       * Tax Pro Center
         Find articles on what’s important and trending in tax and accounting.
       * Resources for starting a tax practice
         Read articles curated especially for pros establishing a new practice.
   
    * Events and virtual conferences
       * On-demand: Tax Season and Advisory Readiness Virtual Conference
         Prepare for tax season by signing up to watch two days of recorded
         keynotes and training sessions. Discover new tax laws, updates to
         products, tax advisory services, and more.
       * Learn more
       * See all upcoming industry events

 * Support
   
    * Online forum
       * Community for fast answers
         Connect with pros like you and Intuit product experts to get the
         information you need, when you need it.
       * Lacerte
       * ProConnect
       * ProSeries
   
    * Contact us
       * Lacerte: 800-933-9999
       * ProConnect: 833-269-0896
       * ProSeries: 800-434-6818
   
    * Looking for QuickBooks help?
       * Access training and support resources

 * For Sales: 833-671-4681
 * Sign in
   
   Lacerte
   ProSeries
   ProConnect
   Intuit Tax Advisor
   New
   Other Intuit Services


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Lacerte® Tax

Try it free
 * Overview
 * Features
 * Pricing
 * Integrations
 * Resources
 * FAQs

Lacerte® Tax
 * Overview
 * Features
 * Pricing
 * Integrations
 * Resources
 * FAQs

Try it free



THE STANDARD FOR OVER 45 YEARS JUST RAISED THE BAR WITH ADVISORY

Lacerte now comes with tax advisory insights included for all your clients.*


Try Lacerte for free


Contact a Lacerte expert at 844-337-5548

Watch the overview video
(4:50)

FEATURES THAT KEEP YOU AT YOUR BEST


Included

INTUIT TAX ADVISOR

Now included in your Lacerte tax year 2024 software so you can streamline your
tax planning process and deliver unmatched value for clients.*



REMOTE ACCESS

Lacerte delivers access anytime, from anywhere, while freeing you from IT
hassles and empowering you to hire remote employees.*



COMPREHENSIVE COVERAGE

More than 5,700 forms delivering comprehensive form coverage to help you prepare
returns quickly for clients.

View all forms

ENHANCED ACCURACY

25,000+ diagnostics that give you peace of mind knowing that Lacerte
automatically helps ensure complete, accurate, and maximized returns.

ADVANCED PROTECTION

Gain security beyond the limits of your computer or server with data encryption
and enterprise-level firewall that safeguards client information 24/7.*

ROBUST APPLICATIONS

Take your practice to the next level with the ability to host over 40 supported
apps like Adobe, Office 365, and QuickBooks Desktop.*


See more features


You’ve worked hard to earn your reputation. That’s why we continue to work hard
to make sure Lacerte is worthy of your reputation.


NO MATTER WHERE YOU WANT TO TAKE YOUR FIRM, WE HAVE A SOFTWARE PACKAGE TO DO IT.


LACERTE ESSENTIALS



For firms looking towards remote work or hiring that also want to streamline
workflows and position themselves for future growth.



LACERTE PLUS



For growing and established firms focusing on the changing needs of clients,
remote accessibility, exceptional digital experience, and heightened security.



LACERTE ADVANCED



Right for firms that require advanced tax and accounting software features and
who value digital efficiency, and the scalability and security that the cloud
offers.




Explore packages and pricing

ENJOY THE CONFIDENCE THAT COMES WITH FREE, UNRIVALED SUPPORT AND TRAINING THAT
STARTS THE MOMENT YOU DO.



Easy Start onboarding
Make your first year with Lacerte a success with personalized customer support,
easy data conversion, and a success guide to walk you through installation and
EFIN verification.

Free product and professional training
Tap into live or recorded webinars to get you up to speed, with options for CPE
and CE credits.*

Automated Data Conversion
Convert previous tax year data from your current tax preparation software,
including taxpayer personal information, names of interest, important carryover
amounts, and more.

Tax Advisory Center
Learn from Intuit and top experts in the profession on how to boost your
practice with advisory services.


See all support resources

The Easy Start onboarding team went way beyond the traditional onboarding
experience to help me solve tough problems we had with our administrative
accounts. My success coach, Paul, took his time to make sure everything that
needed to be taken care of was.
Richard Moore, CPA

TEST HOW HIGH OUR STANDARDS ARE.

OR CALL 844-337-5548 AND TALK WITH A LACERTE SPECIALIST.


Try Lacerte for free

*See important details and disclosures

 * * 
     
     
     New Lacerte Tax Customer Only: For new Intuit Lacerte Tax software
     customers only, 50% off the monthly plan price for 1, 2, or 3 new users of
     Hosting for the first 4 months of service starting from the date of
     purchase, followed by the then-current monthly fee for Hosting. Promotional
     pricing for hosting is based on 12 months of service using the number of
     authorized users on your account. Offer valid through December 31, 2024.
     Your account will automatically be charged monthly until you cancel. This
     discount cannot be combined with any other Intuit offer. Limited to one per
     customer. Sales tax may be applied where applicable. During the discount
     period, you cannot add or remove users to the Hosting service; otherwise,
     the discount will be voided. For more information, please visit
     https://proconnect.intuit.com/desktop-hosting/ .
     
     
     
     
     
     
     
     New customer price: Sale price is available to first time purchasers of the
     product only (sorry no renewals). The sale price is good for the first year
     only. In year two, regular renewal fee applies to continue use of the
     product. Prices are subject to change without notice. Returns can be filed
     on extension for current tax year only, but all 1040 and individual state
     returns must be used by December 31 of the following year or they will
     expire.
     
     
     
     
     
     
     
     Money back guarantee: If you are not satisfied for any reason with the
     software and are a new customer with respect to that software or service,
     you will receive a refund equal to the software license fee paid. For full
     terms, visit https://accountants.intuit.com/guarantee/
     
     
     
     
     
     
     
     Additional services: Subscription for package or per-user basis required
     for add-on services. Account may be automatically charged until you cancel.
     Sales tax may be applied where applicable. Additional terms, conditions,
     and limitations apply, and persistent internet connection, supported
     browser, or mobile device and supported operating system required.
     
     
     
     
     
     
     
     Trial information: The Lacerte trial includes either a Lacerte tax software
     download or access to hosted software for tax year 2023. The desktop trial
     software will not e-file or print. The hosted trial will not save. New
     customers only.
     
     
     
     
     
     
     
     Product terms: Fast Path required to access functionality in Lacerte
     services (sold separately). Terms, conditions, pricing, subscriptions, tax
     forms, packages, features, service, and support options are subject to
     change at any time without notice. For more details, visit
     https://accountants.intuit.com/tax-software/lacerte/
     
     
     
     
     
     
     
     Hosting for Lacerte
     Hosting for Intuit Lacerte is a monthly add-on subscription service.
     Purchase of Fast Path services for Intuit Lacerte is also required for
     concurrent user activity within Hosting for Intuit Lacerte. Additional
     terms, conditions, and limitations apply. Pricing, features, service and
     support options are subject to change at any time without notice. For more
     information, please visit https://proconnect.intuit.com/desktop-hosting/.
     
     
     
     
     
     
     
     Rightworks
     Hosting for Lacerte and ProSeries is powered by Rightworks. Contact
     Rightworks to contract additional third-party software.
     
     
     
     
     
     
     
     Rightworks performs backups of all hosted data on a nightly basis and
     retains the back-ups for a rolling 90-day period in a protected offsite
     facility as an additional level of protection. Rightworks maintains robust
     security enhancements, including enhanced firewall protection, encryption
     protocols, and security audits. There is no limitation to the size of a
     customer's tax and business-related data back-up. Customers are responsible
     for verifying the integrity of ‌hosted data at least every 90 days.
     Rightworks employs Snapshot technology to backup customer data. Snapshots
     are taken daily and then replicated to another physical Rightworks facility
     for Disaster Recovery. Rightworks maintains compliance with international
     security standards and regulations, including IRS Security Six compliance.
     
     
     
     
     
     
     
     Rightworks uses top-tier data centers and multiple layers of redundancy
     within its infrastructure to provide 24x7 availability. However,
     availability can vary, is subject to occasional downtime, and may change
     without notice. Rightworks encrypts all backup files and backup tapes.
     Virtual desktop connections are protected via TLS with a minimum of 128-bit
     encryption and authentication. Each customer has a unique Rightworks
     virtual desktop. Access to each Intuit ProSeries or Intuit Lacerte company
     file is controlled at multiple layers including file access permissions.
     Access is locked out after multiple failed login attempts for the same
     user. Security features, functionality, and access are subject to change
     without notice as deemed necessary by Rightworks. Availability can vary and
     are subject to occasional downtime and may change without notice. Click
     here for a list of compatible devices.
     
     
     
     
     
     
     
     Add-on Services and Integrations
     Microsoft Excel and Microsoft Outlook integration with Lacerte or ProSeries
     in the hosted environment requires an existing license for Office 365 Apps
     for Enterprise, Microsoft 365 Business Premium, Office 365 for
     Enterprise—E3, or Office 365 for Enterprise—E5. If you already have one of
     these licenses, you can bring it over on your own, or purchase a separate
     license through Rightworks or another provider. Intuit supports third-party
     applications that integrate with Lacerte and ProSeries in the following
     such capacity, including but not limited to: application installation,
     application set-up, tax product integration, technical and/or login issues
     within Rightworks, etc. Intuit does not provide technical support for
     in-application issues.
     
     
     
     
     
     
     
     Adobe: The following Adobe integrations are supported: Adobe Acrobat Pro
     for Teams (subscription required), Adobe Acrobat Pro for Individuals
     (subscription required), Adobe Acrobat Standard for Teams (subscription
     required), Adobe Acrobat Standard for Individuals (subscription required),
     and Adobe Acrobat Reader (no subscription required).
     
     
     
     
     
     
     
     Hosting for supported versions of QuickBooks Desktop (Enterprise,
     Enterprise Accountant, Premier, Premier Accountant, Pro) is included in the
     Advanced and Premium offerings of Hosting for ProSeries Tax or Lacerte Tax.
     Intuit provides QuickBooks product support for three years from the time of
     purchase. Quickbooks Desktop integration with Lacerte or ProSeries in the
     hosted environment requires an existing license for QuickBooks Desktop
     Enterprise, Enterprise Accountant, Premier, Premier Accountant, or Pro. If
     you already have one of these licenses, you can bring it over on your own,
     or purchase a separate license through Intuit or another provider.
     Additional applications are also included in the Business, Advanced, and
     Premium offerings of Hosting for ProSeries Tax or Lacerte Tax. Applications
     not included in any of the Hosting offerings (Business, Advanced, or
     Premium) cannot be added to your hosted environment at this time.
     Additional terms, conditions, and limitations may apply. Pricing, features,
     service and support options are subject to change at any time without
     notice.
     
     
     
     
     
     
     
     Rightworks may also offer additional third party services, not core to
     Lacerte or ProSeries, for an additional fee.
     
     
     
     
     The Signature pad functionality within DMS is not supported in the Lacerte
     and ProSeries hosted environments at this time.
     
     
     
     
     
     
     
     Intuit Tax Advisor: Intuit Tax Advisor is offered as an optional service
     through December 31, 2024. Additional terms, conditions and fees apply.
     Starting on or after January 1, 2025, access requires Fast Path for each
     Lacerte user or User Access for each ProConnect Tax Online user who is
     required to create and prepare Intuit Tax Advisor plans. Any advisory
     impact is speculative and not guaranteed. Additional terms and conditions
     may apply.
     
     
     
     
     
     
     
     eSignature: The ability to add eSignature fields to all forms and
     documents, including business forms, has been enabled and is designed to be
     used at the preparer’s discretion. Per the current IRS Guidelines,
     electronic signatures are only accepted for the Individual Modules. Please
     review IRS Publication 4163 and PMTA- 2018-08 for more detail. It is your
     responsibility to keep updated and compliant on which forms can be
     used/recognized in connection with federal and state e-file tax returns and
     authorizations. Additional terms, conditions and fees apply.

Tax software
Intuit Lacerte Tax
Intuit ProConnect Tax
Intuit ProSeries Tax
Referral program
Workflow add-ons
Intuit Tax Advisor
Hosting for Lacerte & ProSeries
eSignature
Protection Plus
Pay-by-Refund
Intuit Link
Accounting solutions
QuickBooks Online Accountant
QuickBooks Accountant Desktop
EasyACCT
Training & support
Training Center
Community forums
Resources for starting a tax practice
Tax Pro Center
How to get started offering advisory services
Events & virtual conferences


Call Sales: 833-671-4681

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