# Lacerte Tax Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Lacerte Tax the right Corporate Tax solution for you? Explore 17 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/249726/Lacerte-Tax/reviews --- Lacerte Tax 4.1 (17) [View alternatives](https://www.capterra.com/p/249726/Lacerte-Tax/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Lacerte Tax Ease of use 4.5 Customer Service 3.5 ## Showing most helpful reviews Showing 1-17 of 17 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Russell B. CEO Accounting Used the software for: 2+ years ### "A capable, premium professional tax software" December 9, 2021 4.0 We have a strong love/hate relationship with Lacerte, it’s painful to pay the high cost but we are very familiar with the product and it is very capable overall. Basically Intuit has us right where they want us as competitor products are priced similarly and so there is no meaningful incentive to switch software. Pros I have been using Lacerte for 18 years and so I am extremely efficient in using it. It allows us to prepare a high volume of returns with minimal fuss, and the diagnostic checks are good at catching oversights and errors. The printed return forms, statements, client letters, etc look professional and polished. Cons It is costly, and goes up each year, although competitor products with similar capabilities charge similar prices . Also, if you stop paying for new software you can’t efile returns for past years that you did already pay for. All significant improvements to the workflow or product capabilities are sold separately as an add on, further increasing the cost. Support is very slow. It frequently takes 30-45 minutes to talk to someone. For a product with premium pricing this is absolute garbage. Alternatives considered [Intuit ProConnect Tax](https://www.capterra.com/p/249727/ProConnect-Tax/)[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/) Reason for choosing Lacerte Tax Familiarity with the input scheme and capabilities. For ultratax the cost would not be significantly lower and we would lose too much productivity while learning a new software. For ProConnect Tax it would be more expensive since it is pay per return only. Review Source TN Tyler N. Tax Manager Accounting Used the software for: 2+ years ### "Best for Small Businesses! " February 10, 2025 5.0 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 BW Barbara W. CEO Accounting Used the software for: 2+ years ### "Support essentially nonexistent " February 15, 2026 1.0 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 EM Elizabeth M. Senior Accoutnant Accounting Used the software for: 2+ years ### "This is the best software for a thoughtful tax professional" August 25, 2022 5.0 I don't think there is a better option for tax professionals who also plan and provide services to business and non-profits Pros This software is better than others near this price range because it has logical and simple input options, and form views, and also provides notes and better diagnostics for accuracy. I also really like its customization options and integration. Cons Intuit. I really just in general dislike them. They're not as bad as Thompson Reuters but are a close 2nd. Any good software that comes on the market they buy up and ridiculously inflate the price. They also hook you with low-price options and trials and then double the price once you're invested. Switched from [MyTAXPrepOffice](https://www.capterra.com/p/179883/my-TAXprep-office/)[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[CS Professional Suite](https://www.capterra.com/p/89836/CS-Professional-Suite/) TR was way over priced, drake was basic and it's UI was very archaic, mytaxprepoffice I love the UI but the forms never flowed to the right spots correctly and there were always very costly and time consuming mistakes Review Source GA Giselle A. Accounting Operations Specialist Accounting Used the software for: 2+ years ### "Lacerte, the powerful tax software" December 18, 2025 5.0 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 Corey M. President Accounting Used the software for: 2+ years ### "Terrrible Support" February 9, 2026 1.0 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 HB He B. Business owner Accounting Used the software for: 2+ years ### "Lacerte ... for the long haul" October 20, 2022 5.0 I work with several different software programs each year (ProSeries, Lacerte, TaxAct) and would choose Lacerte over all of them. The few things that Lacerte does much better than the others is the state integration, K-1 export/import and Kiddie tax integration (no separate input needed). The K-1 auto export/import is amazing. Pros Lacerte does very few changes each year (outside of tax calculations). You can depend on not needing to relearn how to use the product, rely on features, rely on consistent accuracy. This is the best product on the market and the increase in price is worth every penny. Cons Customization of cover letters, organizers, engagement letters is limited. Works well, just limited. Review Source TB Taylor B. Accountant Accounting Used the software for: 2+ years ### "Lacerte Tax User Review " December 8, 2022 4.0 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 DL Dan L. pres Accounting Used the software for: 2+ years ### "lacerte review" May 3, 2024 4.0 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 Reason for choosing Lacerte Tax liked the feel and look of product. intro cost was a factor Review Source IT Isaac T. Finance Manager Utilities Used the software for: 1-2 years ### "Outstandinf Tax and Accounting Solution" April 22, 2024 5.0 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. Review Source CA Christine A. staff accountant Accounting Used the software for: 1-2 years ### "Lacerte Review" December 6, 2022 5.0 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 mB marc B. owner Accounting Used the software for: 2+ years ### "They don't listen to suggestions and their support people are "hit and miss"" February 17, 2023 2.0 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 LM Lisa M. President Accounting Used the software for: 2+ years ### "Lacerte - Pricey but worth it" July 26, 2023 5.0 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. Reason for choosing Lacerte Tax Experience with the product at another firm. Review Source CF Caiden F. Client Service Coordiantor Accounting Used the software for: 2+ years ### "Lacerte Review" October 18, 2022 4.0 Overall, I think this is good software but some of the little errors are annoying. Pros I like that it is user friendly and intuitive Cons I do not like the e-signature feature. So many errors. I also don't like that it crashes a lot. Review Source AH Anne H. Accountant Accounting Used the software for: 2+ years ### "Lacerte great product but expensive " May 30, 2022 5.0 Love it but very expensive. Pros Diagnostic tools and depreciation input easy. Cons The Price is very high especially for a small practice. Review Source RD Raissa D. Accounting Specialist Accounting Used the software for: 2+ years ### "Lacerte" October 18, 2022 5.0 Overall, this is a solid software for tax preparation. Pros The software is intuitive and offers useful features for E-filing and receiving payment Cons Lots of Updates which can take a long time sometimes Review Source CR Cheryl R. CPA Accounting Used the software for: Less than 6 months ### "Easy To Use" May 12, 2022 4.0 Pros Consistency between modules of the program is excellent. I love the jump to option when you are reviewing the forms in the program. The program is easy to learn. Cons Partnership returns should be able to track recourse loans without having to type the information into the program directly. Review Source Similar Products Featured ## Related categories [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/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.