Getting Started

Start Strong with Lacerte Tax

Lacerte is committed to helping you build a stronger, more efficient practice. Contact us if you don't find what you need here.
Getting Started

Quickly make your practice more productive.

Lacerte® makes it easy to hit the ground running. The information below is specially designed for those new to Lacerte to help you feel right at home with our tax programs, productivity tools and client service tools.

Walk through these preliminary set up tasks with us and link directly to helpful resources like community tax discussion forums and news alerts.

Free Data Conversion

Data Conversion

Get your client data converted to Lacerte now with our FREE data conversion process.

Create your personal "My Account" login

Account Setup

Create your personal "My Account" login and you'll be able to use the Web to download licensed software, pay statements online, view and e-file balances, and get e-mail support.

Get Ready for the Season with Forums, Newsletter and Checklist

Discussion Forums

Meet other Lacerte tax accountants online and discover a world of tips, ideas, and shared advice. Register as a member and you can post helpful hints, too!

Season Readiness Checklist

Don't miss a step. This thorough checklist will help you and your team prepare for tax season by ensuring you've completed five key steps to success with Lacerte Tax.

Not sure? Ask us!

Call the New Users Hotline:

1-800-765-7777

Online Community for Accountng Professional

Get answers and advice from other Accounting and Tax professionals.

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