--- title: "Lacerte Tax Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Lacerte Tax Software - reviews, pricing plans, popular comparisons to other Corporate Tax products and more." source_url: "https://www.capterra.com/p/249726/Lacerte-Tax/" page_type: "product" language: "en" --- # Lacerte Tax Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Lacerte Tax ## What is Lacerte Tax? Intuit Lacerte Tax offers a unique combination of tools, including a powerful tax engine and 5,700+ tax forms to cover any tax scenario. It has over 25,000 advanced diagnostics that constantly check for errors. With an intuitive interface and powerful reporting tools, Lacerte is designed to handle even the most complex returns and multiple preparers. You can also connect Lacerte to integrated services designed to enhance your productivity like cloud hosting and practice management tools. ## What is Lacerte Tax used for? [Tax Preparation](https://www.capterra.com/tax-preparation-software/)[Corporate Tax](https://www.capterra.com/corporate-tax-software/)[Accounting](https://www.capterra.com/accounting-software/) Top alternative Featured Overall rating Based on 17 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $429 Per User, Per Year Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Lacerte Tax?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.intuit.com&name=Lacerte Tax) ## Lacerte Tax Overview Updated August 2026 AI summary Lacerte Tax supports small businesses with corporate tax needs by offering tools for tax calculation, filing, planning, and compliance management. Designed for collaborative tax preparation and high-volume workflows, it features client and document management, electronic filing, K-1 reporting, workflow management, and accounting integration. Lacerte Tax is available via cloud, web, and Windows deployment. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Lacerte Tax 4.1 (17) VS. [4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) Starting Price $429 Per User, Per Year Starting Price $22 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (17) Ease Of Use 4.5 (3,619) Value For Money 3.6 (16) Value For Money 4.2 (3,029) Customer Service 3.5 (15) Customer Service 4.5 (2,926) ## Lacerte Tax alternatives Highest Rated [TaxDome](https://www.capterra.com/p/186749/TaxDome/) [4.7 (3,619)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting price $800.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/186749/TaxDome/) [MyTAXPrepOffice](https://www.capterra.com/p/179883/my-TAXprep-office/) [4.5 (238)](https://www.capterra.com/p/179883/my-TAXprep-office/reviews/) Starting price $695.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/179883/my-TAXprep-office/) [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) [3.8 (116)](https://www.capterra.com/p/176133/Drake-Tax/reviews/) Starting price $349.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 66% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/176133/Drake-Tax/) [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) [4.0 (164)](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 74% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) [View all alternatives](https://www.capterra.com/p/249726/Lacerte-Tax/alternatives/) ## FAQs about Lacerte Tax Overview ### Which roles and teams benefit most from Lacerte Tax? Lacerte Tax is most used by accountants, CPAs, tax managers, and finance teams that prepare returns, manage complex tax workflows, and improve filing accuracy. Firm owners, presidents, and CEOs use it to streamline practice operations, while accounting specialists and client service staff support document collection, coordination, and client-facing tax preparation processes. Answer based on 17 reviews Overview ### What company size and specific industries is Lacerte Tax built for? Lacerte Tax is designed for large firms that handle complex tax returns and need multi-user access. It is built for professional tax practices and accounting firms that manage demanding client work and require tools suited to high-volume, collaborative tax preparation. Features and Usability ### What are the key features of Lacerte Tax? Lacerte Tax offers tax calculation, tax compliance, tax filing, and tax planning for tax practices. It also includes tax forms, electronic filing, K-1 reporting, and refund management, plus client management, document management, digital signature, time and expense tracking, workflow management, and accounting integration. Integrations ### Which third-party tools and platforms does Lacerte Tax integrate with? Lacerte Tax integrates with DocuSign for e-signature workflows. The available integration list in this data is limited to one named platform, so DocuSign is the primary third-party connection identified for document signing and return-related client approvals. Answer based on 2 reviews Getting Started and Support ### What training and onboarding options does Lacerte Tax offer? Lacerte Tax provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos offer self-paced reference material for learning features and reviewing setup steps as needed. Getting Started and Support ### What customer support options does Lacerte Tax offer? Lacerte Tax provides email/help desk, FAQ/forum, knowledge base, and phone support. These channels give users multiple ways to get tax software help, though no reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 250 Corporate Tax reviews Capterra data shows that buyers of corporate tax software rank the following features as their top priorities: - **Tax Filing** (**74%** of reviewers rated this feature as critical) - **Tax Forms** (**66%**) - **Tax Calculation** (**74%**) Lacerte Tax supports all three of the features reviewers value most: **Tax Filing**, **Tax Forms**, and **Tax Calculation**. Together, these capabilities help businesses prepare returns accurately, manage required documentation more efficiently, and calculate tax obligations with greater confidence, allowing teams to handle corporate tax work with fewer errors and better consistency. Tax Filing 4.8 (13) 46.15% of 13 reviewers that rated this feature as important or highly important The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return Tax Forms 4.4 (11) 63.64% of 11 reviewers that rated this feature as important or highly important Declaration of income made to tax authorities Tax Calculation 4.2 (13) 53.85% of 13 reviewers that rated this feature as important or highly important Calculate tax and make deductions on gross income from sources like wages, investments or self-employment Data Import/Export 3.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Import and export data to and from software applications Tax Compliance 4.4 (13) 46.15% of 13 reviewers that rated this feature as important or highly important Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors Client Management 3.7 (9) 44.44% of 9 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Lacerte Tax 19 features ### All Features - Accounting Integration: Integrate with a third-party accounting system - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Client Management: Manage contact details and communication with clients - Data Import/Export: Import and export data to and from software applications - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - For Tax Practices: Designed for tax practices - Refund Management: Oversee the process of issuing refunds - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Tax Calculation: Calculate tax and make deductions on gross income from sources like wages, investments or self-employment - Tax Compliance: Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors - Tax Filing: The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return - Tax Forms: Declaration of income made to tax authorities - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Tax Planning: Financial planning for tax purposes - Taxation & Assessment: Determining value of properties/purchases to calculate tax - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing --- Get Advice We can help you find the software with the features you need. Features 4.4 (17) 4.4 Based on 17 reviews ## Pricing Value for money 3.6 (16) Basic $429.00 Per User,Per Year Value for money 3.6 (16) 3.6 Based on 16 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.5 (15) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.5 (15) 3.5 Based on 15 reviews ## User reviews Overall rating 4.1 Based on 17 reviews Filter by rating 5(9) 4(5) 3(0) 2(1) 1(2) Mentioned topic Sorted by most recent BW Barbara W. CEO Accounting ### "Support essentially nonexistent " 1.0 Overall Rating 1.0 1.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 February 15, 2026 Extremely disappointing. I pay a very premium price and I get nothing but very substandard support when a complex issue is encounter. I am completely on my own with no support from Lacerte for which I pay a lot of money for. Pros It prepares basic returns accurately. Here are more words to meet the one hundred word minimum requirement. Cons It is super expensive. Fine. The real problem is that when there is a complex support issue, you can only get a very inexperienced, junior agent who cannot solve the problem. I have been a customer for 30 years and have essentially given up on calling for support because it is a complete waste of time. I wish I had selected a product that would provide real customer service. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Corey M. President Accounting ### "Terrrible Support" 1.0 Overall Rating 1.0 1.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 February 9, 2026 We're done. Tech support can't do anything and the Lacerte tool hub if broken. Support says they are working on it but its been years since its worked. Pros We've been a Lacerte customer for 30+ years. Software has been the easiest to use of the big tax software names. Cons Support has tanked this year. The Lacerte database has corrupted many individual files and tech support says there is nothing they can do and aren't allowed to escalate the issue. This happened last year and they were able to resolve the issue after escalating it to another team Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. GA Giselle A. Accounting Operations Specialist Accounting ### "Lacerte, the powerful tax software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 December 18, 2025 Overall, using Lacerte has been a pleasant experience. It's a powerful and reliable tool for our tax accounting firm. Pros I like that it handles a wide range of tax types (individuals, corporate, partnerships, etc.) and its built in diagnostics/validations that helps reduce errors before filing. Cons The customer service can be inconsistent with the help that they provide. Also, I appreciate the frequent updates but at times it can interrupt workflow especially during tax season when firms are trying to push out high volumes of tax returns. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TN Tyler N. Tax Manager Accounting ### "Best for Small Businesses! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 10, 2025 10 of out 10! Highly recommended for small businesses Pros It very user friendly and best for small businesses Cons Visually, it isnt the prettiest software but certainly get the job done! Switched from [CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/) Lacerte is simply better for small business owners Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DL Dan L. pres Accounting ### "lacerte review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 8/10 May 3, 2024 happy with product. customer service has gone downhill but at least they are US based. Pros with experience, it is an efficient tax program Cons cost, proforma from prior year should not be done until you do return as they seem to screw that up early. better and more review worksheets Reasons for choosing Lacerte Tax liked the feel and look of product. intro cost was a factor Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. IT Isaac T. Finance Manager Utilities ### "Outstandinf Tax and Accounting Solution" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 22, 2024 Lacerte Tax is significant in ensuring tax compliance for our businesses. Pros Lacerte Tax brings appropriate tax computing solution for organizations. Cons Lacerte Tax has managed to offer useful information, hence, no dislike. Switched from [Tax1099.com](https://www.capterra.com/p/178110/Tax1099-com/) [Taxprep](https://www.capterra.com/p/185193/Taxprep/) [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) [Taxrates.io](https://www.capterra.com/p/168578/TaxRates/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LM Lisa M. President Accounting ### "Lacerte - Pricey but worth it" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 26, 2023 Excellent customer service, easy to use. Pros Lacerte makes multi-state tax returns easy to prepare. Customer support is excellent and readily available. Cons City returns are difficult to produce and not automated. Reasons for choosing Lacerte Tax Experience with the product at another firm. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MB marc B. owner Accounting ### "They don't listen to suggestions and their support people are "hit and miss"" 2.0 Overall Rating 2.0 2.0 Ease of Use 5.0 5.0 Features 1.0 1.0 Customer Service 2.0 2.0 Likelihood to Recommend 1/10 February 17, 2023 Over the years the quality of the support staff has degraded. Some are fantastic but some are severely lacking. If I wasn't so close to retiring I would change to another software company and wish I could go back 30 years and use another company. Pros After so many years I know what to expect and it's easy to use. Cons It's very expensive and they don't respond to suggestions. For example, I've made the same suggestion for four years: When printing the client letter I want the client's estimated tax schedule to print but I don't always want the vouchers to print because many of my clients pay electronically. Lacerte has no option to suppress the printing of the vouchers unless you suppress the printing of the estimated tax schedule on the client letter. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TB Taylor B. Accountant Accounting ### "Lacerte Tax User Review " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 December 8, 2022 My overall experience with Lacerte Tax is that it is very efficient and user friendly. I started using Lacerte as a recent college graduate, and I caught on very quickly to how all of the input screens work. It is also very helpful with all of the diagnostics it provides. This helps you ensure that you are providing accurate information to the IRS. Pros Lacerte Tax is very user friendly and even easy to use for recent college graduates. I feel like this is very important when you are just learning how to file tax returns. All of the input screens are laid out well as well. One of my favorite features of Lacerte Tax is the diagnostics feature that provides information about things that could be incorrect & also about tax laws, etc. This helps you know that you are filing each tax return as correctly as possible. Cons My biggest complaint with Lacerte Tax would be all of the updates that it requires & the glitches that happen if not updated when each update is available. However, I realize that these updates are just to ensure that the system is up to date with tax laws, etc. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CA Christine A. staff accountant Accounting ### "Lacerte Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 December 6, 2022 Overall it is a great software with lots of amazing features. There are a few glitches that need to be worked out, but it's still a good option for preparing and filing tax returns. Pros It is easy to find input screens in the software. There is a control totals check to compare data. You can see a comparative to the market sector worksheet which is very useful. Diagnostics are simple to understand and correct. Cons There are a LOT of updates. I feel like it updates almost every time I login which takes quite a bit of time. Sometimes I get unknown errors and glitches which can be very annoying especially in tax season. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/249726/Lacerte-Tax/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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