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| General Information | |
| Tax program name: | Lacerte |
| Vendor name: | Intuit, Inc. |
| Telephone (sales): | 800-765-7777 |
| E-mail (sales): | APD_Sales@intuit.com |
| Website: | http://lacerte.intuit.com |
| Number of users: | N/A |
| Pricing | |
| Price on Federal 1040 (new customers): | Federal 1040: $2,799 for unlimited (federal one user); Federal + $589 (network four user) |
| Increase from last year? | Yes |
| By how much? | $100 |
| Renewal price: | 15% renewal discount |
| State price (new customers): | $449 each |
| State renewal price: | 15% renewal discount |
| Pay-per-return pricing: | 1040 + 1 state: $39 per return.
One-time, annual license fee of $395, which includes service & delivery, will be charged to customers opting to prepare returns on a REP (pay-per-return) basis only. Customers with any unlimited Federal license can prepare alternate returns on a REP basis without paying the $395 license fee. |
| Additional cost for e-filed returns: | $5 per 1040 return |
| Web/SaaS Version | |
| Do you offer an online/SaaS version? | No |
| Support | |
| Toll free phone: | 800-933-9999 |
| Hours: | Normal Hours: 6am–5pm PST
Extended hours for tax season. Intuit will determine TY2010 hours in the fall, which will begin in November 2010. |
| E-mail support? | Yes |
| IM/Chat? | Yes |
| Other? | Lacerte provides free U.S.-based technical support via a wide-range of convenient options: toll-free phone with extended hours during peak season, an online knowledgebase, via Live Community, e-mail, in-product help, and online chat through Intuit Virtual Agent, which can guide practitioners to an answer or connect practitioners to a live agent. |
| Features/Functionality | |
| Do you offer organizers? | Yes |
| Client letters? | Yes |
| Client portals? | No |
| Does your software integrate with other products? | Yes. Lacerte integrates with QuickBooks, Intuit’s Document Management System, Tax Planner, EasyACCT, and BNA Tax Planner, Forms Library, ProLine Tax Research, Tax Analyzer, Lacerte Trial Balance Utility, and Lacerte e-Organizer. |
| New features added to your software for this year: |
Large expansion for the number of business states practitioners will be able to file, including federal fiduciary returns. Planned additions include:
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