Our Cases
Smarter Tax Preparation for Professionals
The trusted solution for solo preparers, growing firms, large enterprises who need accuracy, speed, and client confidence
Who is it for?
Powerful Tax Software for Every Professional
Whether you’re a solo preparer managing a few clients or a large firm handling thousands of returns, TaxPro Suit scales with your needs
Designed to simplify complex tax compliance while maximizing productivity.
Data Import & Automation
Import client data from W-2s, 1099s, and accounting software. Smart automation reduces manual entry and minimizes errors
Cloud Hosting & Client Portals
Work anywhere, anytime with secure cloud hosting. Give clients access to upload documents and view status through dedicated client portals.
Forms Library
Access 1000+ IRS and state forms. Updated regularly to ensure compliance with the latest tax laws.
WHY CHOOSE US ?
Designed to Help You and Your Clients Thrive
Increase Productivity
Streamline workflows and complete more returns in less time.
Tax Optimization
Dedicated
Tax Advisor
Ensure Accuracy
Built-in validation and error checks reduce costly mistakes.
Tax Optimization
Dedicated
Tax Advisor
Improve Client Experience
Offer modern portals, digital signatures, and quick turnarounds.
Tax Optimization
Dedicated
Tax Advisor
Connect Your Entire Workflow
QuickBooks Online & Desktop
Seamlessly sync financial data.
Accounting Tools
Compatible with leading accounting software.
Secure Cloud Hosting
Backed by multi-layer encryption and automatic backups.
OUR PRICING PLANS
Choose a plan that fits your firm’s size and needs. Upgrade anytime as you grow
Starter Plan
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Handle up to 50 clients/year
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Core forms library access
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Basic automation tools
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Secure e-filing included
Professional Plan
Mid-sized firms-
Support for multiple preparers
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Expanded forms library
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Cloud hosting + client portal
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Priority support included
Large firms
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Custom integrations
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Unlimited preparers
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Advanced compliance checks
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Dedicated account manager
See why thousands of firms trust Lacerte
