List of Intuit ProConnect Lacerte Customers
Mountain View, 94043, CA,
United States
Since 2010, our global team of researchers has been studying Intuit ProConnect Lacerte customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Intuit ProConnect Lacerte for Tax Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Intuit ProConnect Lacerte for Tax Management include: Stephen Mathias & Co, a United States based Professional Services organisation with 100 employees and revenues of $10.0 million, Lain Faulkner & Co, a United States based Professional Services organisation with 30 employees and revenues of $3.0 million, A Francis & Associates Inc, a United States based Professional Services organisation with 15 employees and revenues of $2.0 million, Peretore Accounting LLC, a United States based Professional Services organisation with 20 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Intuit ProConnect Lacerte, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Financial Management software purchases.
The Intuit ProConnect Lacerte customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of ERP Financial Management software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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A Francis & Associates Inc | Professional Services | 15 | $2M | United States | Intuit | Intuit ProConnect Lacerte | Tax Management | 2017 | n/a |
In 2017, A Francis & Associates Inc implemented Intuit ProConnect Lacerte to centralize its Tax Management activities. The deployment was scoped to a 15-person professional services firm and explicitly targeted preparation of income tax returns including Form 1040, Form 1120S, Form 1120, and Form 1065 using Intuit ProConnect Lacerte Professional Tax Preparation Software.
The implementation configured core tax preparation capabilities, including form-specific data entry and calculation workflows for 1040, 1120S, 1120, and 1065 returns, a consolidated forms library, and return assembly and validation processes typical of Tax Management solutions. Intuit ProConnect Lacerte was used as the authoritative authoring and filing workspace, with configuration focused on client-level return management and standardized input templates to reduce variation across engagements.
Operational coverage was concentrated within the firm’s tax preparation team and accounting professionals, supporting end-to-end client engagements from data intake through return completion for United States federal and applicable state filings. The system served as the central repository for client tax data and assembled returns by engagement, enabling consistent handling of individual and business client workflows.
Governance centered on standardized workflow rules and review checkpoints, instituting firm-level templates and quality control steps for return review and sign-off. Rollout emphasized consistent use by preparers across engagements, aligning practice-level processes to the capabilities of Intuit ProConnect Lacerte and the firm’s Tax Management procedures.
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Lain Faulkner & Co | Professional Services | 30 | $3M | United States | Intuit | Intuit ProConnect Lacerte | Tax Management | 2012 | n/a |
In 2012, Lain Faulkner & Co implemented Intuit ProConnect Lacerte as its primary Tax Management application to centralize preparation of federal and state tax returns for multiple bankruptcy estates. The deployment followed use of Intuit QuickBooks Enterprise for general accounting, with Intuit ProConnect Lacerte specifically adopted to handle estate tax compliance workflows and return production.
Intuit ProConnect Lacerte was configured to support federal and state tax form generation and filing for estate and trust engagements, working alongside ProSystems for parallel tax production. Functional capabilities documented in-house included tax return preparation, coordination of adjusting journal entries, and preparation of general ledger reports to feed tax schedules. The firm maintained monthly bank account reconciliations and prepared monthly financial statements, which were used to validate tax positions and populate return data.
Operational coverage focused on accounting and tax functions for bankrupted estates, including accounts payable, accounts receivable, adjusting journal entries, and general ledger reporting. Workflows tied Lacerte outputs to accounting close activities and monthly reconciliations, and the team prepared budgets and quarterly forecasts for estates that were filed with the U.S. Bankruptcy courts.
Governance centered on court filing requirements and periodic financial review, with tax production processes aligned to bankruptcy filing schedules and monthly close cycles. Intuit ProConnect Lacerte served as the tax compliance engine within this operational and governance framework, while ProSystems remained part of the tax toolset for the same estate engagements.
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Peretore Accounting LLC | Professional Services | 20 | $2M | United States | Intuit | Intuit ProConnect Lacerte | Tax Management | 2018 | n/a |
In 2018, Peretore Accounting LLC implemented Intuit ProConnect Lacerte for Tax Management. The firm deployed Intuit ProConnect Lacerte as its central Tax Management platform to support tax preparation and compliance for business, non-profit, and individual clients and to align tax workflows with its client accounting services.
The implementation emphasized core Tax Management capabilities, including tax return preparation, tax computation and forms handling, client data management, and electronic filing and submission workflows. Intuit ProConnect Lacerte was used alongside established tax research and workpaper practices to support GAAP compilation and review service engagements and to document monthly, quarterly, and year-end accounting procedures.
Operational coverage included the firm’s tax and accounting practice areas that handled individual and entity returns, personal financial statement preparation, and responses to notices from the IRS, Pennsylvania, and New York. Staff experience included preparing returns on both Intuit ProConnect Lacerte and Drake tax software, with Lacerte serving as the primary Tax Management application for the stated period.
Governance focused on embedding review and quality control checkpoints into return preparation workflows and aligning the application with existing procedural requirements for compilation and review engagements. The use of Intuit ProConnect Lacerte spanned January 2018 through August 2019 within Peretore Accounting LLC’s practice, supporting routine compliance, client deliverables, and tax research activities.
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Professional Services | 100 | $10M | United States | Intuit | Intuit ProConnect Lacerte | Tax Management | 2016 | n/a |
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