First Year On-Boarding Services

Thank you for choosing Lacerte as your solutions provider. We are committed to making sure that your transition is as smooth and worry-free as possible. This page is designed to give you an overview of the onboarding services we provide to get you ready for tax season.

Data Conversions

To make your transition to Lacerte as seamless as possible, we offer FREE client data conversion services for all new users. We can convert data from any other programs previously used, including data from Drake, ExacTax, GreatTax, IntelliTax, ProSeries, ProSystems fx, Saber, TaxView, TaxWise, TaxWorks, TurboTax and UltraTax.

Training

Our goal is to minimize the challenges you may have getting you and your staff up to speed quickly on the software. We have several training courses designed to provide you with the knowledge and tools you need to begin preparing returns.

World Class Support

We pride ourselves on providing you with world-class service and support. We have many trained representatives ready to help you have a successful tax season, our goal is to provide you with prompt and courteous service when you need it.