Verified User in Outsourcing/Offshoring
UO
Verified User in Outsourcing/Offshoring
Small-Business (50 or fewer emp.)
"My experience was Nice due to Simplicity they have provided"
4/5
What do you like best about Intuit Lacerte Tax?

The Best thing about this is It replicate the Government Forms so Easily Input can be done. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

Sometimes Software gets slow when we have multiple state taxes in Return also sometimes I get bugs and need to wait for long time for Lacerate to process the data input Review collected by and hosted on G2.com.

Jon D.
JD
Jon D.
CPA
Small-Business (50 or fewer emp.)
"Good product"
2/5
What do you like best about Intuit Lacerte Tax?

The multi state credits and comprehensive included automatic tax forms are pretty much top notch. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

Updates, especially initial updates at the start of tax season are excruciating slow. Prices goes up 5% every year no matter what and prices for extra items, trusts, extra states goes up far too much annually. Intuit is pricing themselves out of the market Review collected by and hosted on G2.com.

Wil Q.
WQ
Wil Q.
Chief Financial Officer
Small-Business (50 or fewer emp.)
"Amazing software for complex returns for business, personal, fiducuary and estates."
5/5
What do you like best about Intuit Lacerte Tax?

The ability to filter specific categories which allows a birds eye view on Lacerte's home screen. Since COVID and California FEMA declared disaster zones, the filtering allows users to tailor the client views specific to each Lacerte user. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

Version 2024 had a lot more issues than prior versions. In particular you are unable to lock a client's return by pressing F4. Review collected by and hosted on G2.com.

Verified User in Accounting
AA
Verified User in Accounting
Mid-Market (51-1000 emp.)
"Lacerte - A tax program that works 60% of the time Everytime"
1.5/5
What do you like best about Intuit Lacerte Tax?

Auto-update fixed a lot of problems with the 2023 version. Before the 2024 version, the only way to update the software for the firm was to run a web setup which is a crap shoot. That is hands down my favorite feature. Program is easy to input tax data. Lacerte is easy to install and setup for users. As an accouting firm we use it daily and it calculates taxes properly for the most part. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

Printing anything is a constant problem. Safe send integration requires files to be saved as PDF or they don't work but you can't save to PDF unlessa bunch of steps are taken to make it maybe work. Web setup does not work anymore. No matter what I do or try it gets stuck on "New York" entities every time. Master settings don't stick. Level one customer support is clueless most of the time. When it's escalated they never call you back. Review collected by and hosted on G2.com.

Jeff C.
JC
Jeff C.
Tax Preparer Assistant
Small-Business (50 or fewer emp.)
"Lacerte is decent"
4/5
What do you like best about Intuit Lacerte Tax?

I like how lacerte is easy to use as this is my first year using it and I've had no problem learning what I needed to use. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

The consistent updates that make opening Lacerte a struggle every day can get annoying Review collected by and hosted on G2.com.

Teri V.
TV
Teri V.
Owner/Accountant
Small-Business (50 or fewer emp.)
"I trust Lacerte over any other tax preparation software"
5/5
What do you like best about Intuit Lacerte Tax?

The features such as the Jump To, ability to "Click" to create Married FiIing Separately returns and other features that many tax preparation software does not provide. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

The software's inability to handle some of the city tax returns without a lot of manipulation on the user's part. It would be easier to prepare manually. I know that is specific to the Ohio area mainly. Review collected by and hosted on G2.com.

Otis C.
OC
Otis C.
Owner
Accounting
Small-Business (50 or fewer emp.)
"Tax program that works"
4/5
What do you like best about Intuit Lacerte Tax?

The best thing about Lacerte Tax is that it offers comprehensive services for every state and jurisdiction, covering personal and business needs. The options are endless, and the diagnostics and reminders are essential for keeping track of anything you might have forgotten. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

I think the main downside of Lacerte Tax is its cost. While you do receive good value for your money, it still feels a bit pricey overall. There are several options available to help reduce your expenses, but ultimately, it is what it is. Review collected by and hosted on G2.com.

IM
IRENE M.
CEO
Small-Business (50 or fewer emp.)
"VERY EASY TO UNDERSTAND"
5/5
What do you like best about Intuit Lacerte Tax?

I like that intuit is so easy to use and understand if you have any questions. I have used this software 20+ years and will definitely recommended it. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

Something that I dislike about this software is that prices keep going up extremely. But I keep using it because of my experience with it. Review collected by and hosted on G2.com.

Charlotte V.
CV
Charlotte V.
Manager
Small-Business (50 or fewer emp.)
"Reliable Helpful Lacerte"
5/5
What do you like best about Intuit Lacerte Tax?

It applies tax knowledge to reveal any application that may have been overlooked. It guides you to prepare a correct return. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

The cost. Also I have had trouble with the e-sign where clients could not get it to open. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Intuit Lacerte Tax is the Best Tax Program That I Have Used"
5/5
What do you like best about Intuit Lacerte Tax?

It's very intuitive. The jump to input and diagnostic features are very helpful.

Customer support is excellent. Everyone has always been very pleasant to speak with and tried very hard to fix any issues.

We use it every day in our tax practice.

Once you have it set up initially, adding the new version every year is easy. Review collected by and hosted on G2.com.

What do you dislike about Intuit Lacerte Tax?

There are some software glitches, such as dealing with NOL carryforwards and not creating payment vouchers for NC fiduciary returns.

It's not inexpensive. Review collected by and hosted on G2.com.