Last updated: April 2026

Taxhance + Lacerte: AI Document Collection for Lacerte Users

How Taxhance helps Lacerte users collect and classify client documents before prep.

Direct Lacerte integration: Planned

Lacerte by Intuit is a powerful desktop-based tax preparation solution favored by experienced tax professionals handling complex individual and business returns. It supports all entity types, offers strong calculation capabilities, and integrates with Intuit's ecosystem. Taxhance works upstream of Lacerte — collecting and classifying client documents with AI so your team spends less time chasing paperwork and more time preparing returns in Lacerte.

How Taxhance Works with Lacerte

  1. 1

    Clients upload documents to Taxhance

    Share your branded Taxhance portal link with clients. They drag-and-drop their W-2s, 1099s, K-1s, and other tax documents — no account creation required.

  2. 2

    AI classifies 25+ document types

    Taxhance AI automatically identifies and categorizes every uploaded document — W-2s, 1099-NECs, 1099-INTs, K-1s, bank statements, mortgage statements, and more.

  3. 3

    Automated reminders chase missing documents

    Taxhance detects which documents are still missing and sends smart email reminders to clients, so your team stops playing phone tag.

  4. 4

    Import organized documents into Lacerte

    Download your fully classified, organized document package and import it into Lacerte for tax preparation. No more manual sorting or renaming.

Note: Direct Lacerte integration is planned. Today, Taxhance works upstream of Lacerte — handling collection and classification so your team can focus on prep.

What Lacerte Users Get with Taxhance

Client Upload Portal

Branded portal where clients drag-and-drop W-2s, 1099s, and other documents.

AI Document Classification

Automatically classifies 25+ tax document types — W-2s, 1099s, K-1s, bank statements, and more.

Automated Reminders

Smart reminders chase clients for missing documents so you don't have to.

Missing Document Detection

AI identifies which documents are still needed based on prior-year returns and current uploads.

Real-Time Status Tracking

See which clients are complete and which still have outstanding items — at a glance.

Multi-User Access

Your entire team can view client progress. $39/mo base + $25/mo per additional user.

Bank-Grade Security

AES-256 encryption, zero data retention policy, and pursuing SOC 2 Type 1 certification.

Quick Setup

Go live in under 15 minutes. No complex onboarding or multi-week migration required.

Frequently Asked Questions

Does Taxhance integrate directly with Lacerte?
Direct Lacerte integration is planned. Currently, Taxhance works upstream of Lacerte — it collects and classifies client documents, then you download the organized files and import them into Lacerte for prep.
Can I use Taxhance alongside Lacerte?
Yes. Taxhance handles the document collection phase — getting documents from clients, classifying them with AI, and chasing missing items. Once everything is collected and organized, you import the files into Lacerte for tax preparation. The two tools complement each other.
How do I get documents from Taxhance into Lacerte?
Download your organized, classified documents from Taxhance as a ZIP file or individually, then import them into Lacerte. Documents are already named and sorted by type (W-2s, 1099s, K-1s, etc.), so importing is fast and straightforward.
How much does Taxhance cost?
Taxhance starts at $39/month with a 21-day free trial. Additional team members are $25/month each. There are no per-return fees, no annual contracts, and no setup costs.
Is Taxhance secure enough for tax documents?
Absolutely. Taxhance uses AES-256 encryption at rest and in transit, maintains a zero data retention (ZDR) policy, and is pursuing SOC 2 Type 1 certification. All data is hosted in the United States.

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