CPA Field Guide / US tax & accounting
No pay-to-list

Lacerte vs ProSeries

Lacerte and ProSeries are both tax preparation tools. Here is how they compare on firm-size fit, pricing, and integration — sourced, with no vendor paying for placement.

LacerteProSeries
CategoryTax PreparationTax Preparation
Best forSmall · mid firmsSmall firms
PricingCustom · per-returnFrom $419/yr
IntegrationLocal SDKExport only
Adoption15.8% share10.5% share

How to choose. Lacerte targets small · mid firms and ProSeries targets small. On integration, Lacerte is "Local SDK" and ProSeries is "Export only". Pricing: Lacerte custom · per-return, ProSeries from $419/yr.

Lacerte vs ProSeries — FAQ

Is Lacerte or ProSeries cheaper?

Lacerte pricing: Custom · per-return. ProSeries pricing: From $419/yr.

Does Lacerte or ProSeries have a better API?

Lacerte: Local SDK. ProSeries: Export only.

Full profiles

How this guide works

Most software directories rank by who pays. This one doesn't. It's a plain editorial reference, written to be useful to a working firm rather than to any vendor — including the one that maintains it.

No pay-to-list

No vendor pays for inclusion, placement, or ranking. There is no "sponsored" sort and no paid badges. Every product that meets a category's criteria can appear.

Only shipped capabilities

Each tool is described only by features it has actually released, sourced from the vendor's own product and developer documentation (reviewed July 2026). Roadmap items are not counted.

Categories a firm recognizes

Categories follow how US practices actually evaluate software, each with a stated definition and inclusion criteria. Deadline tracking is treated as a capability of practice management, with a small specialist list called out.

Who maintains it

CPA Field Guide is written and maintained by the team behind DueDateHQ, a deadline-monitoring tool listed in the guide. We describe every product — ours included — by the same standard, and never rank ours above its peers.

Categories

Guides

Directory