Tax & compliance
Lacerte
Professional tax software for complex returns
Straight answers
- What is Lacerte?
-
Lacerte is tax and compliance software for accounting and bookkeeping firms. Lacerte is a tax software that provides automation and tools for managing complex tax returns. It integrates with TaxDome, Financial Cents, Canopy, Mango Practice Management. Available in United States.
- Who is it for?
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Lacerte is for accounting and bookkeeping firms.
- What does it cost?
-
Lacerte does not publish prices The Firm could quote; the vendor's pricing page is linked from this listing.
- What's the catch?
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Lacerte states availability in United States; firms elsewhere should check with the vendor rather than assume it is unavailable.
Overview
Lacerte is a tax software that offers tools for managing complex tax returns and workflows. It features a calculation engine that delivers a 99.86% e-file acceptance rate, allowing firms to standardize workflows and scale effectively.
The software includes automation to reduce review friction and provides built-in tax-planning strategies. Lacerte is designed for modern firms looking to enhance their advisory capacity and improve client interactions.
Compiled by The Firm from the vendor's website, checked 4 Sep 2026. Not reviewed by the vendor. Claim this listing to correct it.
The facts
Compiled from the vendor's own site, dated- Category
- Tax & compliance
- Pricing model
- Custom pricing
- Works with
- TaxDome, Financial Cents, Canopy, Mango Practice Management
- Available in
- United States
- Listing
- Compiled by The Firm from the vendor's own site
- Last checked
- 4 Sep 2026
Lacerte pricing
No published priceLacerte does not publish prices The Firm could quote. See the vendor's own price page (opens in a new tab)
What it does
From the vendor's own site- Automated K-1 delivery
- Document Management System
- Intuit Link client portal
- Complex calculations
Lacerte integrations
4 integrations mapped- TaxDome
- Financial Cents
- Canopy
- Mango Practice Management
Who implements Lacerte
Implement Lacerte for accounting firms? List your practice free.
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Lacerte, answered
The questions firms search for before they trial it- What is Lacerte?
- Lacerte is tax and compliance software for accounting and bookkeeping firms. Lacerte is a tax software that provides automation and tools for managing complex tax returns. It integrates with TaxDome, Financial Cents, Canopy, Mango Practice Management. Available in United States.
- Does Lacerte integrate with TaxDome?
- Yes. Lacerte lists TaxDome as an integration, alongside Financial Cents, Canopy, Mango Practice Management. The Firm's directory can be filtered by TaxDome to see the other tools that plug into the same stack.
- Does Lacerte integrate with Financial Cents?
- Yes. Lacerte lists Financial Cents as an integration, alongside TaxDome, Canopy, Mango Practice Management. The Firm's directory can be filtered by Financial Cents to see the other tools that plug into the same stack.
- Does Lacerte integrate with Canopy?
- Yes. Lacerte lists Canopy as an integration, alongside TaxDome, Financial Cents, Mango Practice Management. The Firm's directory can be filtered by Canopy to see the other tools that plug into the same stack.
- What does Lacerte integrate with?
- Lacerte lists 4 integrations: TaxDome, Financial Cents, Canopy, Mango Practice Management. Integrations are as the vendor names them; the directory groups every tool by what it connects to.
- Where is Lacerte available?
- Lacerte is listed as available in United States. Availability is as stated by the vendor; a tool with no stated restriction is listed for every region.
- Who is Lacerte for?
- Lacerte is tax and compliance software for accounting and bookkeeping firms.
- Can a firm see Lacerte before buying?
- Yes. Lacerte offers a demo or trial page, linked from the Book a demo button on this listing. Terms of any trial are the vendor's.
- Who maintains this Lacerte listing?
- The Firm compiled this listing from the vendor's own website (checked 3 September 2026); Lacerte has not yet claimed it. Claiming is free and lets the vendor correct any detail here.
- How does a firm choose between tax and compliance tools?
- The Firm's guide to choosing tax and compliance software, on the Tax & compliance category page, sets out what a practice uses this kind of tool for, what to look for and what to avoid. The directory lists every tax and compliance tool; listing is not a ranking.
- Is there a free trial? Vendor
- Lacerte offers a free trial that includes either a Lacerte tax software download or online access to hosted software for tax year 2025. The desktop trial software will not e-file or print, and the hosted trial will not save any information.
- What is the cancellation policy? Vendor
- New customers may request a refund within five business days of the software release date for the tax year purchased or their payment date, whichever is later. No other refund requests shall be honored.
- How long does data conversion take? Vendor
- Data conversion usually takes 1 to 3 business days. Lacerte can convert client data from most popular professional tax software at no additional cost.
- Where is the data hosted? Vendor
- Lacerte software can be hosted on the cloud, providing built-in security and automatic backups. This reduces IT stress for users.
- What are the alternatives to Lacerte?
- Other tax and compliance tools in The Firm's directory include Wolters Kluwer, Thomson Reuters, Abby and Asset.Guru. Listing is not a ranking: each profile states what the tool does, what it integrates with and how it charges, and up to four can be compared side by side.
Answers are ours, grounded in this listing's facts; answers marked "vendor" are as published on Lacerte's own site, checked 4 Sep 2026. Tell us an answer is wrong
What changed on this listing
Every edit, dated, with who made it- Sept 2026 faq updated. Checked by The Firm
- Sept 2026 added integration: Mango Practice Management. Checked by The Firm
- Sept 2026 added integration: Canopy. Checked by The Firm
- Sept 2026 added integration: Financial Cents. Checked by The Firm
- Sept 2026 added integration: TaxDome. Checked by The Firm
Is this your product?
This listing was compiled from the vendor's own website and app-store copy. Claiming it is free: write your own description, list your features and integrations, add screenshots and pricing, reply to reviews, and get a monthly note on who is clicking through.
Alternatives to Lacerte
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