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Lacerte Tax

Lacerte Tax

Professional tax software designed for complex returns and multi-preparer firms

About Lacerte Tax

Lacerte Tax is a powerful tax preparation tool built for high-volume, complex returns. It offers flexible pricing options, advanced diagnostics, and seamless integrations to streamline tax workflows for firms of all sizes. With features like digital signatures, document management, and automated K-1 delivery, it enhances efficiency and client collaboration.

Pay-per-return

$519 per year

Annual Lacerte Tax license with pay-per-return pricing on all personal and business federal and state tax returns.

  • Unlimited client tax advisory reports
  • Digital signatures and KBAs for all tax clients
  • Single-user access
  • Hosting available

Lacerte Essentials

Custom

Bundle of 200 or more individual and/or business returns.

  • Unlimited client tax advisory reports
  • Digital signatures and KBAs for all tax clients
  • Unlimited state returns (all states included)
  • Unlimited 1099 and W-2 filing
  • Hosting available
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Lacerte Plus

Custom

Bundle of 200 or more individual and/or business returns.

  • Unlimited client tax advisory reports
  • Digital signatures and KBAs for all tax clients
  • Unlimited state returns (all states included)
  • Unlimited 1099 and W-2 filing
  • Document Management System
  • Hosting available

Lacerte Advanced

Custom

Unlimited individual and/or business returns.

  • Unlimited client tax advisory reports
  • Digital signatures and KBAs for all tax clients
  • Unlimited state returns (all states included)
  • Unlimited 1099 and W-2 filing
  • Document Management System
  • Advanced Hosting available

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Pricing summary

Starting from
$519 per year

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