Lacerte Tax vs ProSeries

Lacerte Tax8.7Visit ProSeries8.6Visit

Higher score Lacerte Tax #4 in Small Business Tax Software 8.7/10 Paid ✓ 0 of 4 features Visit Lacerte Tax

vs

ProSeries #5 in Small Business Tax Software 8.6/10 Paid ✓ 0 of 4 features Visit ProSeries

• Lacerte Tax fits best

  High-volume firms needing deep tax coverage

• ProSeries fits best

  Established preparers needing broad return support

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Side by side

Feature	Lacerte Tax 8.7/10 Visit ↗	ProSeries 8.6/10 Visit ↗
At a glance
Editor score	8.7	8.6
Ranking	#4 in Small Business Tax Software	#5 in Small Business Tax Software
Best for	High-volume firms needing deep tax coverage	Established preparers needing broad return support
Pricing model	Paid	Paid
Starting price	—	$729/yr
Free plan	—	—
Free trial	—	—
Money-back guarantee	5 days	5 days
Deployment	Desktop, Cloud	Desktop, Cloud
Support	Phone, Email, Docs	Phone, Community, Docs · 24/7
Integrations	8 integrations	6 integrations
Built for	Mid-market, Enterprise	Solo, Small business, Mid-market
Features Lacerte Tax 0/4 · ProSeries 0/4
Federal e-file	Not checked yet	Not checked yet
State e-file	Not checked yet	Not checked yet
Bookkeeping imports	Not checked yet	Not checked yet
Prior-year import	Not checked yet	Not checked yet
Specs
Business entity support	Not checked yet	Not checked yet
Included state returns	Not checked yet	Not checked yet
Our review
Pros	25,000+ diagnostics and 7,200+ tax forms Broad coverage for individual, business, fiduciary, and nonprofit returns Imports, client portal tools, e-filing, and optional hosted access	Supports individual, business, state, amended, and electronic returns Includes K-1 import, scanning, fixed assets, and client portals Offers pay-per-return and unlimited-return plans with optional hosting
Cons	$813 annual starting license before applicable per-return charges Windows desktop software with single-user access on the annual license E-file availability varies by return and jurisdiction	Annual pricing starts at $539 with no free plan Desktop software is limited to the Windows platform Advanced capabilities require higher-priced plans
Our verdict	Lacerte Tax is professional tax preparation software for accounting firms handling complex individual, business, fiduciary, estate, gift, nonprofit, and benefit-plan returns. It runs on Windows desktop software, with optional hosted remote… Read the review →	ProSeries is Intuit’s professional tax preparation software for solo, small, and mid-sized accounting firms. Its forms-based workflow supports individual and business returns, state preparation, electronic filing, amended returns, K-1… Read the review →

Strengths and trade-offs

• Lacerte Tax — where it wins

  • 25,000+ diagnostics and 7,200+ tax forms
  • Broad coverage for individual, business, fiduciary, and nonprofit returns
  • Imports, client portal tools, e-filing, and optional hosted access

  Where it doesn't

  • $813 annual starting license before applicable per-return charges
  • Windows desktop software with single-user access on the annual license
  • E-file availability varies by return and jurisdiction

• ProSeries — where it wins

  • Supports individual, business, state, amended, and electronic returns
  • Includes K-1 import, scanning, fixed assets, and client portals
  • Offers pay-per-return and unlimited-return plans with optional hosting

  Where it doesn't

  • Annual pricing starts at $539 with no free plan
  • Desktop software is limited to the Windows platform
  • Advanced capabilities require higher-priced plans

• Lacerte Tax8.7/10 · Paid

  Deep tax coverage for high-volume firms, with a high annual license and per-return costs.

  Visit Lacerte TaxFull verdict →
• ProSeries8.6/10 · Paid

  A broad desktop tax suite for established preparers, with annual pricing from $539.

  Visit ProSeriesFull verdict →