Intuit Lacerte Tax Reviews & Product Details

What I appreciate most about the latest Lacerte (2024) features is the increased convenience and the time they save. One improvement I’ve noticed is the addition of background updates. Now, the software automatically checks for and downloads updates, and all I have to do is close Lacerte to apply them. This means I no longer have to search for patches manually. Review collected by and hosted on G2.com.

The support experience can be quite inconsistent. At times, I connect with someone who immediately understands the problem and resolves it quickly. However, there are also occasions when I end up spending a long time being passed from one agent to another, with no quick resolution in sight. Review collected by and hosted on G2.com.

Intuit Lacerte Tax features an intuitive interface that streamlines the process of preparing and filing taxes, ensuring both smoothness and accuracy. The software manages complex tax situations effortlessly, offers helpful diagnostics, and integrates seamlessly with QuickBooks. I particularly appreciate the comprehensive forms library and the quic Review collected by and hosted on G2.com.

The software can be a bit expensive compared to competitors, and updates sometimes slow down the system. The learning curve for new users is slightly steep, especially when exploring advanced features. Additionally, customer support response times could be improved during peak periods. Review collected by and hosted on G2.com.

Lacerte Tax offers a robust and user-friendly experience, delivering precise calculations, thorough diagnostics, and extensive form coverage. It is particularly well-suited for handling complex tax returns and serves the needs of professional firms effectively. Review collected by and hosted on G2.com.

Lacerte Tax tends to be quite expensive, especially with its frequent price increases. The customer support can be slow to respond, which adds to the frustration. I have also encountered occasional glitches during updates, and the limited customization options sometimes make the experience less satisfying. Review collected by and hosted on G2.com.

What stands out most about Lacerte is its reliability and depth when it comes to handling complex tax returns. As a firm, we’ve left Lacerte in the past to try other solutions—but we’ve always come back. Nothing else matches the combination of power, speed, and flexibility, especially during tax season. The interface is intuitive for experienced preparers, diagnostics are thorough, and the integration with SmartVault and other tools streamlines our workflow. It's clear Lacerte is designed for professionals who demand precision and efficiency. Review collected by and hosted on G2.com.

While Lacerte’s software is powerful, the biggest downside is the support—both technical and account-related. Response times are inconsistent, and escalation processes seem disjointed. We've had multiple cases where issues took months to resolve, which is unacceptable in a fast-paced environment like tax season. Whether it's a software bug or billing inquiry, the follow-through just isn’t there. For a product at this price point, we expect a much higher level of customer service and accountability. Review collected by and hosted on G2.com.

It's a robust tool, particularly adept at handling complex tax scenarios. The "jump to" feature is a standout, allowing for efficient navigation between forms and input fields, which streamlines the review process. The audit diagnostics, with their intuitive green and red checkmarks, provide clear indicators for potential issues, enhancing accuracy and confidence in the returns prepared. Additionally, the software's consistency across modules and its user-friendly interface make it accessible, even for those newer to tax preparation.​ Review collected by and hosted on G2.com.

While I appreciate Lacerte’s capabilities, there are definitely some drawbacks. The biggest frustration for me is the frequent updates during busy season—they sometimes cause unexpected glitches or slowdowns. The software can also feel clunky at times, especially when switching between modules or printing large returns. I’ve found customer support to be hit or miss; wait times can be long, and answers aren’t always helpful. The pricing structure is steep, especially for smaller firms, and some add-ons feel like they should be included. Overall, it’s powerful software, but not without its quirks and pain points that can slow me down. Review collected by and hosted on G2.com.

There is an extensive amount of work performed for this program to run and it shows! The forms fill out correctly, the support line is very helpful, there are a lot of tools and customizable options to help you increase speed and accuracy. The menus are easily navigated, there is a lot of statistical information that can help you and your firm, and the software is integrated with a lot of other softwares such as SmartVault and Doc-U sign which is a huge plus. One of my favorite functions is the "search" bar which is Lacertes own search engine that helps you not only find the rules and regs for tax law, but also how to input it into their software so it populates correctly. All in all, an amazing software. Review collected by and hosted on G2.com.

There is very very few times multi-state returns get messed up codings with depreciation when proforma'd over between tax years. Review collected by and hosted on G2.com.

I switched from a very well known software used by many firms, which had some complexity to it and overrides did not always mean what it said. Lacerte has been so wonderful to use, I found it was easy to integrate clients and the online customer support community helped me easily fix diagnostic errors quicker than placing a call. The amount of features are also on par with the other software available, from trial balance import, to smart re-flow for better results, the K-1 import feature, and the tax analysis for savings is the best. Review collected by and hosted on G2.com.

For tax preparation service, I find its just amazing. My only downside is the tracking client feature, I am able to input when data is received to easy know what stage my clients are at, however my status reports are not sortable by date, but I do hope to see that fixed for the future. Review collected by and hosted on G2.com.

My favorite part of Intuit Lacerte tax is the opportunity to customize display columns between each client type. For example, because we have multiple tax preparers in this office, it makes it very simple to organize our displays to have the staff preparer next to the client's name. Along with that we use a few other status codes that help us keep track of where we are at with each client with date stamps automatically cueing in. Another thing I truly enjoy is the filter option. With many staff preparers comes mutiple tax returns. Review collected by and hosted on G2.com.

Something I struggle with at times is the fact that there is no automatic software updates. When we were in peak tax seasons, there would be times where I would have all of my necessary windows open, just to be told I need to update my Lacerte software and reboot my computer. If you do not update, you cannot use the program...I wish there was a way that these updates were automatic so that the user can hop right on ready to work. Review collected by and hosted on G2.com.

Lacerte Tax is great for tax professionals who want to get tax returns completed in a fast and efficient manner. You should have some idea of how to prepare tax returns and the tax law, since Lacerte does not guide you through a zillion questions like TurboTax does. Lacerte Tax assumes that the user has some idea what they're doing.

This year there was a change made to program updates that were far less intrusive and frustrating so no time was lost spent on waiting for the program to update. Also, a change was made so that once you logged into one year of Lacerte there were 2 other years of programs that did not require you to log in as well. In addition, not limiting the program to time out after 30 minutes of non-use is also a huge plus. Review collected by and hosted on G2.com.

Support is hit or miss. Sometimes you connect with someone who knows EXACTLY how to solve the problem and sometimes you don't. When you don't find that person who knows, you end up spending a lot of time on the phone trying out things that don't work. It's very frustrating! Also, I called within the past week because of a program bug and I spent over 1 hour on the phone, on hold, while the tech tried to reach someone who knew programming. That's uncalled for! I had to hang up so my issue was never solved and we had an incorrect tax return to deal with. Review collected by and hosted on G2.com.

Over time, Intuit Lacerte Tax has added features that have made it more efficient to use. One of my favorite features is the scan and import function—it saves time and is very user-friendly. Review collected by and hosted on G2.com.

The disposition import feature hasn't added much value for me personally, as I find it a bit time-consuming to set up. While I understand it may be helpful in other contexts, it hasn’t significantly contributed to efficiency on my end. Review collected by and hosted on G2.com.