Intuit Lacerte review

Lacerte is Intuit's tax program for firms whose work is complex rather than high in simple volume. It lists more than 7,200 forms and 25,000 diagnostics, the largest documented coverage here, and it has tools built for business and partnership work: automated K-1 delivery sends every partner's K-1 through secure email links, Schedule D import pulls transactions from a spreadsheet, and financial institution download imports data from more than 275 banks. Specialized calculations such as oil and gas depletion serve niche clients, and Intuit Tax Advisor turns return data into custom tax plans for advisory work. Intuit Sign digital signatures are included. Pricing starts with a $599 annual pay-per-return license for a single user, and firms that want bundles of returns or unlimited filing work with Intuit to build a custom plan. That makes budgeting harder than with Drake's published packages, and the interface depth takes training, but for complex returns it is the most complete tool in the list.

Who it is for

Established CPA firms that file complex business, partnership and high-net-worth individual returns.

Price

Pay-per-return annual license from $599 per year, plus return fees; custom bundles and unlimited plans quoted by Intuit.

$599 per year
Quoted from the vendor pricing page on November 10, 2026.

Key features

• 7,200+ tax forms and 25,000+ diagnostics
• Automated K-1 delivery to all partners through secure email links
• Financial institution download from 275+ banks and Schedule D import from spreadsheets
• Intuit Tax Advisor for custom tax plans built from return data
• Specialized oil and gas depletion calculations

Strengths and weaknesses

• Strength: Deepest form and diagnostic coverage in this list
• Strength: Built for partnership and complex business work, including K-1 distribution
• Strength: Digital signatures and KBAs included for all tax clients
• Weakness: Bundles and unlimited plans need a custom quote
• Weakness: The pay-per-return license is single-user
• Weakness: More than a small 1040 practice needs

Key facts

• Forms and diagnostics: 7,200+ forms, 25,000+ diagnostics
• Bank imports: 275+ banks and financial institutions
• Plans: Pay-per-return, return bundles or unlimited returns
• Hosting: Available as an add-on

Where it ranks

Intuit Lacerte is No. 3 in our Best Tax Software for Accountants verdict.