# Bloomberg Tax Research vs Intuit Lacerte Tax Comparison - What are their main differences? 

At a Glance

Star Rating

**Bloomberg Tax Research** [

4.2/5(12)

](https://www.g2.com/products/bloomberg-tax-research/reviews#reviews)

**Intuit Lacerte Tax** [

4.3/5(187)

](https://www.g2.com/products/intuit-lacerte-tax/reviews#reviews)

Market Segments

**Bloomberg Tax Research**
Small-Business (40.0% of reviews)

**Intuit Lacerte Tax**
Small-Business (90.4% of reviews)

Pros & Cons

**Bloomberg Tax Research**
Not enough data

**Intuit Lacerte Tax**
Not enough data

Entry-Level Pricing

**Bloomberg Tax Research**
No pricing available

**Intuit Lacerte Tax**
 **Contact Us** 1 license With One-Time Purchase

Summary

AI Generated Summary

AI-generated. Powered by real user reviews.

- **G2 reviewers report** that Intuit Lacerte Tax excels in user satisfaction, boasting a significantly higher overall score compared to Bloomberg Income Tax Planner. Users appreciate its **robust and user-friendly experience** , which is particularly beneficial for handling complex tax returns.
- **According to verified reviews** , Bloomberg Income Tax Planner is praised for its **detailed calculations** and multi-year planning capabilities. Users highlight its accuracy and technical depth, making it a strong choice for organizations needing comprehensive tax analysis.
- **Reviewers mention** that Intuit Lacerte Tax features an intuitive interface that streamlines the tax preparation process, ensuring both **smoothness and accuracy**. This ease of use is a significant advantage for professionals managing intricate tax situations.
- **Users say** that Bloomberg Income Tax Planner, while effective, may not be as widely adopted as Lacerte, reflected in its lower number of reviews. However, those who use it commend its **quick and accurate planning** capabilities, indicating a loyal user base that values its specific strengths.
- **Reviewers highlight** that Intuit Lacerte Tax not only manages complex tax situations effortlessly but also offers **helpful diagnostics** and extensive form coverage, making it a preferred choice for professional firms looking for comprehensive solutions.
- **According to recent user feedback** , Bloomberg Income Tax Planner is noted for being **easy to guide and use** , which can be a plus for organizations seeking a straightforward tool for tax analysis, despite its lower overall market presence compared to Lacerte.

Pricing

Entry-Level Pricing

**Bloomberg Tax Research**

Bloomberg Tax Research
No pricing available

**Intuit Lacerte Tax**

Intuit Lacerte Tax

Lacerte Essentials

Contact Us

1 license With One-Time Purchase

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

[Browse all 4 pricing plans](/products/intuit-lacerte-tax/pricing)

Free Trial

**Bloomberg Tax Research**

Bloomberg Tax Research
No trial information available

**Intuit Lacerte Tax**

Intuit Lacerte Tax

Free Trial is available

Ratings

Meets Requirements

9.0

8

8.8

176

Ease of Use

7.7

8

8.6

183

Ease of Setup

Not enough data

8.4

142

Ease of Admin

Not enough data

8.7

33

Quality of Support

8.3

7

7.8

169

Has the product been a good partner in doing business?

Not enough data

8.2

35

Product Direction (% positive)

5.6

8

6.6

181

Features by Category

Corporate Tax[Hide 73 FeaturesShow 73 Features](javascript:void(0);)

Not enough data

7.8

93

Tax Planning

Strategies

Not enough data

7.5(won by default)

92

Exemptions

Not enough data

6.6(won by default)

92

Credits

Not enough data

8.2(won by default)

91

Estimations

Not enough data

8.5(won by default)

89

Tax Filing

Calculations

Not enough data

9.0(won by default)

90

Rules & Regulations

Not enough data

8.5(won by default)

90

Ad hoc Reporting

Not enough data

8.5(won by default)

90

Historical Reporting

Not enough data

Not enough data

K-1 Reporting

Not enough data

Not enough data

Workflows

Integrations

Not enough data

6.9(won by default)

86

Importing

Not enough data

6.7(won by default)

83

Accounting Integration

Not enough data

Not enough data

Additional Functionality

Tax Compliance

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

SSL Security

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Accounting

Not enough data

Not enough data

Multiple User Accounts

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Tax Filing

Not enough data

Not enough data

Client Management

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Electronic Filing

Not enough data

Not enough data

Tax Planning

Not enough data

Not enough data

Corporate/Business

Not enough data

Not enough data

Dashboard Creation

Not enough data

Not enough data

Multiple Data Sources

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Sales Tax Management

Not enough data

Not enough data

Client Portal

Not enough data

Not enough data

Deadline Management

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Status Tracking

Not enough data

Not enough data

Exception Notification

Not enough data

Not enough data

Audit Management

Not enough data

Not enough data

Customer Accounts

Not enough data

Not enough data

For Nonprofits

Not enough data

Not enough data

Data Storage Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Electronic Submission

Not enough data

Not enough data

Email Reminders

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Payroll & Employer Forms

Not enough data

Not enough data

Tax Forms

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Financial Analysis

Not enough data

Not enough data

Data Verification

Not enough data

Not enough data

Bank Reconciliation

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Payroll Management

Not enough data

Not enough data

Multi-Currency

Not enough data

Not enough data

Invoice Processing

Not enough data

Not enough data

Value Added Tax (VAT)

Not enough data

Not enough data

Taxation & Assessment

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Electronic Payments

Not enough data

Not enough data

Invoice Management

Not enough data

Not enough data

Tax Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

API

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Property Tax Management

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Time & Expense Tracking

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Receipt Management

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Professional Tax[Hide 51 FeaturesShow 51 Features](javascript:void(0);)

Not enough data

8.0

135

Tax Forms - Professional Tax Software

Federal Tax 

Not enough data

9.2(won by default)

135

State Tax

Not enough data

8.8(won by default)

134

Data management - Professional Tax Software

Data Import

Not enough data

7.1(won by default)

129

Data Export

Not enough data

7.5(won by default)

132

Data Import/Export

Not enough data

Not enough data

Tax filing - Professional Tax Software

E-filing

Not enough data

9.2(won by default)

134

eSignatures

Not enough data

7.8(won by default)

132

Calculation

Not enough data

9.1(won by default)

133

Reporting - Professional Tax Software

Tax Planning

Not enough data

7.7(won by default)

133

Integration and Support - Professional Tax Software

Electronic Payments

Not enough data

7.6(won by default)

129

Client Portal

Not enough data

6.6(won by default)

129

Tax Advisor

Not enough data

7.0(won by default)

131

Mobile App

Not enough data

Feature Not Available

Additional Functionality

Refund Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Communication Management

Not enough data

Not enough data

Accounting

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Client Management

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Digital Signature

Not enough data

Not enough data

Billing & Invoicing

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Tax Management

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Time Tracking

Not enough data

Not enough data

Property Tax Management

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Invoice Processing

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Audit Management

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Bank Reconciliation

Not enough data

Not enough data

For Tax Practices

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

ACH Payment Processing

Not enough data

Not enough data

Due Date Tracking

Not enough data

Not enough data

Status Tracking

Not enough data

Not enough data

Multi-Currency

Not enough data

Not enough data

Taxation & Assessment

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Receipt Management

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Tax Compliance

Not enough data

Not enough data

API

Not enough data

Not enough data

Tax Forms

Not enough data

Not enough data

Reviews

Reviewers' Company Size

[![Bloomberg Tax Research](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_3706bb5dd41cee073cecaa145166bb57/bloomberg-tax-research.png "Bloomberg Tax Research")](https://www.g2.com/products/bloomberg-tax-research/reviews)

Bloomberg Tax Research

Small-Business(50 or fewer emp.)

40.0%

Mid-Market(51-1000 emp.)

30.0%

Enterprise(\> 1000 emp.)

30.0%

[![Intuit Lacerte Tax](https://images.g2crowd.com/uploads/product/hd_favicon/9fc1a59cc617f7938d05262b6987ec56/intuit-lacerte-tax.svg "Intuit Lacerte Tax")](https://www.g2.com/products/intuit-lacerte-tax/reviews)

Intuit Lacerte Tax

Small-Business(50 or fewer emp.)

90.4%

Mid-Market(51-1000 emp.)

7.5%

Enterprise(\> 1000 emp.)

2.1%

Small-Business

(50 or fewer emp.)

40.0%

90.4%

Mid-Market

(51-1000 emp.)

30.0%

7.5%

Enterprise

(\> 1000 emp.)

30.0%

2.1%

Reviewers' Industry

[![Bloomberg Tax Research](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_3706bb5dd41cee073cecaa145166bb57/bloomberg-tax-research.png "Bloomberg Tax Research")](https://www.g2.com/products/bloomberg-tax-research/reviews)
Bloomberg Tax Research

Accounting

50.0%

Religious Institutions

10.0%

Information Technology and Services

10.0%

Government Administration

10.0%

Computer Software

10.0%

Other

10.0%

[![Intuit Lacerte Tax](https://images.g2crowd.com/uploads/product/hd_favicon/9fc1a59cc617f7938d05262b6987ec56/intuit-lacerte-tax.svg "Intuit Lacerte Tax")](https://www.g2.com/products/intuit-lacerte-tax/reviews)
Intuit Lacerte Tax

Accounting

85.6%

Financial Services

2.7%

Legal Services

2.1%

Outsourcing/Offshoring

1.6%

Law Practice

1.6%

Other

6.4%

Alternatives

**Bloomberg Tax Research Alternatives**

 ![CCH ProSystem fx Tax](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_4fba50daba6d27e57d9fed2ff2167f59/cch-prosystem-fx-tax.jpeg "CCH ProSystem fx Tax")

[
CCH Tax
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 ![Avalara](https://images.g2crowd.com/uploads/product/hd_favicon/1539724680/avalara.svg "Avalara")

[
Avalara
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 ![Vertex](https://images.g2crowd.com/uploads/product/hd_favicon/433bf410bfcdb2219d4a2e8ad316d989/vertex-inc-vertex.jpg "Vertex")

[
Vertex
](/products/vertex-inc-vertex/reviews)

 ![Intuit ProConnect Tax](https://images.g2crowd.com/uploads/product/hd_favicon/167a8dc22c843e060fc1af32f01427a2/intuit-proconnect-tax.svg "Intuit ProConnect Tax")

[
Intuit ProConnect Tax
](/products/intuit-proconnect-tax/reviews)

**Intuit Lacerte Tax Alternatives**

 ![CCH ProSystem fx Tax](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_4fba50daba6d27e57d9fed2ff2167f59/cch-prosystem-fx-tax.jpeg "CCH ProSystem fx Tax")

[
CCH Tax
](/products/cch-prosystem-fx-tax/reviews)

 ![UltraTax CS](https://images.g2crowd.com/uploads/product/hd_favicon/68e64bc28f7346de2530e888839274c2/ultratax-cs.svg "UltraTax CS")

[
UltraTax CS
](/products/ultratax-cs/reviews)

 ![Drake Tax](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_6be5f37c0f569f82686f5aa4871d6722/drake-tax.png "Drake Tax")

[
Drake Tax
](/products/drake-tax/reviews)

 ![ProSystem fx Suite](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_4fba50daba6d27e57d9fed2ff2167f59/prosystem-fx-suite.jpeg "ProSystem fx Suite")

[
ProSystem fx Suite
](/products/prosystem-fx-suite/reviews)

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