Skip to main content

Intuit, Inc. — Tax Import for Lacerte & ProSeries




2011 Overall Rating 4.5

Best Fit

Lacerte Tax and ProSeries Tax Professional users who would like to reduce time spent entering data into the tax application.


  • Innovative website is easy to remember, and facilitates direct download of tax information from financial institutions.
  • Client application integration into the tax software installation requires no additional installation or hardware.
  • Easy to use & low cost single-use and bundle pricing makes tax document automation very affordable.

Potential Limitations

  • Turnaround times for return processing may not be fast enough for those providing retail tax services.
  • Only Intuit tax & document management application are supported.
  • Lack of a supported Intuit add-in for Adobe Acrobat may hinder productivity for some.

Executive Summary & Pricing

The Lacerte version of Tax Import has a list price of $9.99 per return. Volume discounts are available, and unlimited imported 1040 returns are $1,499. The ProSeries version of the application has a list price of $8.99 per return, and unlimited 1040 returns are $999. These prices are very reasonable, and with the most expensive unlimited return plan costing $1,499 for an entire firm, this application represents an excellent value for small and mid-sized firms.


Core Product Functions/Features – 4

Paperless Workflow – 5

Integration – 4.5

Help/Support/Training – 4

See inside July 2011

Sage Software — Sage Timberline Office

800-628-6583     2011 Overall Rating 5   Best Fit Sage Timberline Office is designed to meet the needs of mid-sized to large contractors and construction-related businesses. Strengths Extensive list of add-on modules Integrates with the Sage CRM product Provides 250 user-defined data fields for more comprehensive data tracking Comprehensive selection of estimating modules […]


RedGear Technologies — ArkWorks

800-230 -2322    2011 Overall Rating 5   Best Firm Fit Due to the scope of features and functions, ArkWorks can be deployed in both small and medium size firms to serve as an enterprise document management system. If you use the TaxWorks tax preparation software, ArkWorks is a natural first choice. Strengths Intuitive […]