# Compare UltraTax CS vs Lacerte Tax 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare UltraTax CS and Lacerte Tax based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/79430-249726/eDiscovery-Point-vs-Lacerte-Tax

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# UltraTax CS vs Lacerte Tax Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

UltraTax CSLacerte Tax2/4 selected

[UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/)[3.5 (24)](https://www.capterra.com/p/79430/eDiscovery-Point/reviews/)

[Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/)[4.1 (17)](https://www.capterra.com/p/249726/Lacerte-Tax/reviews/)

[## UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/)[3.5 (24)](https://www.capterra.com/p/79430/eDiscovery-Point/reviews/)

Starting Price

CA$2500.00/year

Value-for-Money

3.3

Functionality

3.4

Ease of Use

3.3

Customer Service

2.8

Reviews Sentiment

AW

DB

CG

Based on [24 reviews](#user-reviews)

Positive

16

Neutral

2

Negative

6

[## Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/)[4.1 (17)](https://www.capterra.com/p/249726/Lacerte-Tax/reviews/)

Starting Price

$429.00/year

Value-for-Money

3.6

Functionality

4.4

Ease of Use

4.5

Customer Service

3.5

Reviews Sentiment

Based on [17 reviews](#user-reviews)

Positive

14

Neutral

0

Negative

3

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## Summary

* * *

Features in Tax Preparation Software

13 / 45

Only UltraTax CS

-   Accounting
-   Client Portal
-   Compliance Management

Best performer

17 / 45

Only Lacerte Tax

-   Billing & Invoicing
-   Digital Signature
-   For Tax Practices

User satisfaction

User satisfaction

3.5

User reviews[24](https://www.capterra.com/p/79430/eDiscovery-Point/reviews/)

Ease of use

3.3

Functionality

3.4

Value for money

3.3

Customer support

2.8

User satisfaction

4.1

User reviews[17](https://www.capterra.com/p/249726/Lacerte-Tax/reviews/)

Ease of use

4.5

Functionality

4.4

Value for money

3.6

Customer support

3.5

Price starts from

Price starts from

CA$2500Flat Rate, Per Year

-   Free version
-   Free trial

Price starts from

$429Per User, Per Year

-   Free version
-   Free trial

Best for

Best for

Designed for law firms and government entities, it is an electronic discovery solution that helps businesses create assignments, process data assessments, and send further for review.

Best for

Ideal for large firms that need powerful tools designed to handle complex returns and multi-user access.

## User reviews

Pros & cons

AW

Ashley W.

CPA

> "User-friendly, ease of use, customer support is always available, diagnostics when completing a return"

[See full review](https://www.capterra.com/p/79430/eDiscovery-Point/#Capterra___7044645)

DB

Derek B.

Owner

> "I always say you get what you pay for but the UT pricing is well above the competition and the sales team is slow to respond and doesn't help the small..."

[See full review](https://www.capterra.com/p/79430/eDiscovery-Point/#Capterra___6822361)

[View Reviews](https://www.capterra.com/p/79430/eDiscovery-Point/reviews/)

Not enough reviews

## User interface

No images or videos  
provided by vendor

[Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/)

4.06 (17)

### Features

UltraTax CS

13/45

-   Access Controls/Permissions
-   Accounting
-   ACH Payment Processing
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Approval Process Control
-   Audit Management
-   Bank Reconciliation
-   Billing & Invoicing
-   Client Management
-   Client Portal
-   Communication Management
-   Compliance Management
-   Customizable Templates
-   Data Import/Export
-   Digital Signature
-   Document Management
-   Document Storage
-   Due Date Tracking
-   Electronic Payments
-   For Tax Practices
-   Generative AI
-   Invoice Processing
-   Mobile Access
-   Multi-Currency
-   Property Tax Management
-   Real-Time Data
-   Receipt Management
-   Refund Management
-   Reminders
-   Reporting & Statistics
-   Status Tracking
-   Task Management
-   Taxation & Assessment
-   Tax Calculation
-   Tax Compliance
-   Tax Filing
-   Tax Forms
-   Tax Management
-   Tax Planning
-   Third-Party Integrations
-   Time Tracking
-   Workflow Management

[See all features](https://www.capterra.com/p/79430/eDiscovery-Point/#features)

Lacerte Tax

Top features

17/45

-   Access Controls/Permissions
-   Accounting
-   ACH Payment Processing
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Approval Process Control
-   Audit Management
-   Bank Reconciliation
-   Billing & Invoicing
-   Client Management
-   Client Portal
-   Communication Management
-   Compliance Management
-   Customizable Templates
-   Data Import/Export
-   Digital Signature
-   Document Management
-   Document Storage
-   Due Date Tracking
-   Electronic Payments
-   For Tax Practices
-   Generative AI
-   Invoice Processing
-   Mobile Access
-   Multi-Currency
-   Property Tax Management
-   Real-Time Data
-   Receipt Management
-   Refund Management
-   Reminders
-   Reporting & Statistics
-   Status Tracking
-   Task Management
-   Taxation & Assessment
-   Tax Calculation
-   Tax Compliance
-   Tax Filing
-   Tax Forms
-   Tax Management
-   Tax Planning
-   Third-Party Integrations
-   Time Tracking
-   Workflow Management

[See all features](https://www.capterra.com/p/249726/Lacerte-Tax/#features)

### Recognition

No recognitions have been awarded to UltraTax CS

No recognitions have been awarded to Lacerte Tax

### Deployment & support

UltraTax CS

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Lacerte Tax

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

UltraTax CS

-   By Thomson Reuters
-   Located in Canada
-   Founded in 2008

Lacerte Tax

-   By Intuit
-   Located in United States
-   Founded in 1983

## Popular Comparisons

[UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/)[3.50 (24)](https://www.capterra.com/p/79430/eDiscovery-Point/reviews/)

vs

[TurboTax Business](https://www.capterra.com/p/179846/TurboxTax-Business/)[4.51 (273)](https://www.capterra.com/p/179846/TurboxTax-Business/reviews/)

CA$2500/year

Price

$170one time

3.4

Features

4.5

3.3

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/79430-179846/eDiscovery-Point-vs-TurboxTax-Business)

[Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/)[4.06 (17)](https://www.capterra.com/p/249726/Lacerte-Tax/reviews/)

vs

[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[3.81 (113)](https://www.capterra.com/p/176133/Drake-Tax/reviews/)

$429/year

Price

$349.99one time

4.4

Features

3.7

4.5

Ease of Use

3.8

[View full comparison](https://www.capterra.com/compare/176133-249726/Drake-Tax-vs-Lacerte-Tax)

[UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/)[3.50 (24)](https://www.capterra.com/p/79430/eDiscovery-Point/reviews/)

vs

[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[3.81 (113)](https://www.capterra.com/p/176133/Drake-Tax/reviews/)

CA$2500/year

Price

$349.99one time

3.4

Features

3.7

3.3

Ease of Use

3.8

[View full comparison](https://www.capterra.com/compare/79430-176133/eDiscovery-Point-vs-Drake-Tax)

[Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/)[4.06 (17)](https://www.capterra.com/p/249726/Lacerte-Tax/reviews/)

vs

[ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/)[3.96 (163)](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/reviews/)

$429/year

Price

Contact vendor for pricing

4.4

Features

4.0

4.5

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/249725-249726/Intuit-ProSeries-Tax-vs-Lacerte-Tax)

[UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/)[3.50 (24)](https://www.capterra.com/p/79430/eDiscovery-Point/reviews/)

vs

[ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/)[3.96 (163)](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/reviews/)

CA$2500/year

Price

Contact vendor for pricing

3.4

Features

4.0

3.3

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/79430-249725/eDiscovery-Point-vs-Intuit-ProSeries-Tax)

[Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/)[4.06 (17)](https://www.capterra.com/p/249726/Lacerte-Tax/reviews/)

vs

[Intuit ProConnect Tax](https://www.capterra.com/p/249727/ProConnect-Tax/)[4.22 (23)](https://www.capterra.com/p/249727/ProConnect-Tax/reviews/)

$429/year

Price

$94.95/year

4.4

Features

4.0

4.5

Ease of Use

4.3

[View full comparison](https://www.capterra.com/compare/249726-249727/Lacerte-Tax-vs-ProConnect-Tax)