# Lacerte Tax Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Lacerte Tax Software - reviews, pricing plans, popular comparisons to other Corporate Tax products and more.

Source: https://www.capterra.com/p/249726/Lacerte-Tax

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# 

 Lacerte Tax Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 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)[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

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## 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.

[4.7 (3,578)](https://www.capterra.com/p/186749/TaxDome/reviews/)

Starting Price

$429

Per User, Per Year

Starting Price

$800

Per User, Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.5 (17)

Ease Of Use

4.5 (3,578)

Value For Money

3.6 (16)

Value For Money

4.6 (2,988)

Customer Service

3.5 (15)

Customer Service

4.6 (2,885)

## Lacerte Tax alternatives

[4.2 (1,991)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

[4.5 (285)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

Starting price

$22.00

Per User, Per Month

[4.0 (350)](https://www.capterra.com/p/75673/AvaTax/reviews/)

Starting price

Contact vendor for pricing

[MyTAXPrepOffice](https://www.capterra.com/p/179883/my-TAXprep-office/)

[4.5 (227)](https://www.capterra.com/p/179883/my-TAXprep-office/reviews/)

Starting price

$695.00

Per User, Per Month

[Learn More](https://www.capterra.com/p/179883/my-TAXprep-office/)

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

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

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

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

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

Status Tracking

4.0 (7)

42.86% of 7 reviewers that rated this feature as important or highly important

Track the status over time for a request, process, asset, or transaction

Lacerte Tax 19 features

Integrate with a third-party accounting system

Create, manage, and send invoices or bills to customers

Manage contact details and communication with clients

Import and export data to and from software applications

Electronic signing method that validates the authenticity and integrity of a digital document

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Designed for tax practices

Oversee the process of issuing refunds

Track the status over time for a request, process, asset, or transaction

Create, manage and track all task activities and progression

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return

Declaration of income made to tax authorities

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Financial planning for tax purposes

Determining value of properties/purchases to calculate tax

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

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## 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/)

Popular comparisons

[Drake Tax vs Lacerte Tax](https://www.capterra.com/compare/176133-249726/Drake-Tax-vs-Lacerte-Tax)[ProSeries Tax vs Lacerte Tax](https://www.capterra.com/compare/249725-249726/Intuit-ProSeries-Tax-vs-Lacerte-Tax)

[Intuit ProConnect Tax vs Lacerte Tax](https://www.capterra.com/compare/249726-249727/Lacerte-Tax-vs-ProConnect-Tax)[UltraTax CS vs Lacerte Tax](https://www.capterra.com/compare/79430-249726/eDiscovery-Point-vs-Lacerte-Tax) 

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