| Drake Tax |
Lacerte has a more extensive form library that covers complex entity types such as estates, trusts, and nonprofits. Its advanced diagnostics also catch more potential errors, which helps professionals working with highly detailed returns. In addition, Lacerte integrates seamlessly with QuickBooks and other Intuit tools, which creates smoother workflows for firms already in the Intuit ecosystem. |
| CCH ProSystem fx |
Lacerte is generally easier to learn and use, which makes it more approachable for mid-sized firms without dedicated IT staff. Its pay-per-return model also provides flexibility for smaller practices that do not need unlimited returns. Users also appreciate Intuit’s live technical support, which is considered more accessible than Wolters Kluwer’s enterprise-style support system. |
| UltraTax CS |
Lacerte offers simpler onboarding and a more straightforward interface, which helps firms transition quickly without heavy training. It also provides stronger client collaboration tools with built-in portals and e-signature capabilities. Pricing flexibility through per-return options gives smaller firms more control, whereas UltraTax often requires heavier upfront commitments. |
| TaxAct Professional |
Lacerte supports more complex tax scenarios, which makes it a better fit for firms that handle a wide range of clients. It offers more robust diagnostics and reporting, which reduces risks of compliance issues. Integration with QuickBooks also strengthens its value for accounting firms that want a connected ecosystem. |