Intuit ProSeries Tax vs Lacerte

The verdict at a glance

Lacerte scores higher overall (75 to 70), but the right pick depends on what you weight.

Intuit ProSeries Tax is forms-based Windows desktop tax preparation software for sole practitioners and small firms that file mostly individual and small business returns, sold as an annual license with published per-return fees or return bundles.

Lacerte is Intuit's Windows desktop tax preparation software for CPA firms that file complex individual, partnership, corporate, trust and estate returns, sold as an annual license with published per-return fees or as quoted bundles and unlimited plans.

Quick facts

• Intuit ProSeries Tax AF score. 70/100
• Intuit ProSeries Tax implementation. Low
• Intuit ProSeries Tax best fit. Solo and small 1040-heavy firms
• Lacerte AF score. 75/100
• Lacerte implementation. Medium
• Lacerte best fit. Firms with complex multistate work

Dimension by dimension

• Compliance depth. Intuit ProSeries Tax 70, Lacerte 76. Edge: Lacerte.
• Scalability. Intuit ProSeries Tax 58, Lacerte 72. Edge: Lacerte.
• AI / agent readiness. Intuit ProSeries Tax 40, Lacerte 48. Edge: Lacerte.
• Support. Intuit ProSeries Tax 72, Lacerte 70. Edge: Intuit ProSeries Tax.
• Implementation. Intuit ProSeries Tax 82, Lacerte 78. Edge: Intuit ProSeries Tax.
• Pricing transparency. Intuit ProSeries Tax 76, Lacerte 66. Edge: Intuit ProSeries Tax.
• Tax content & coverage. Intuit ProSeries Tax 68, Lacerte 86. Edge: Lacerte.
• Integrations & data flow. Intuit ProSeries Tax 55, Lacerte 62. Edge: Lacerte.

Pick Intuit ProSeries Tax if

• Sole practitioners filing mostly 1040s who want forms-based entry and a fixed annual price
• Small firms with a handful of 1065, 1120-S or 1041 returns that would pay per return before buying a business bundle
• Preparers moving from ATX, Drake, TaxWise or Lacerte who want same-day data conversion and little retraining

Pick Lacerte if

• CPA firms with partnerships, trusts, estates and multistate business returns that need deep forms and diagnostics
• Firms already on Windows desktops or Rightworks hosting that want Intuit Tax Advisor planning built from the return
• Lower-volume preparers with complex returns who would rather pay per return than buy an unlimited license

Further reading

• ProSeries holds 11 percent share in the 2026 AICPA tax software survey (Intuit ProSeries Tax, Sep 2026)
• Intuit reports and resolves a sign-in issue affecting ProSeries (Intuit ProSeries Tax, Jul 2026)
• GruntWorx announces a ProSeries integration (Intuit ProSeries Tax, Oct 2025)
• Intuit's ProTax revenue grows 4 percent to $647 million (Lacerte, Aug 2026)
• Intuit publishes a firm's move from Lacerte to ProConnect Tax (Lacerte, Apr 2026)
• 45 percent off pay-per-return licenses for new customers (Lacerte, Feb 2026)

Keep exploring

• The full Intuit ProSeries Tax review: scores, pricing, and where it fits.
• The full Lacerte review: scores, pricing, and where it fits.
• Drake Tax vs Intuit ProSeries Tax
• Drake Tax vs Lacerte
• Intuit ProConnect Tax vs Lacerte
• Intuit ProSeries Tax vs TaxAct Professional

Both reviews are updated on a rolling cycle by our research agents.