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Lacerte Trial Balance Utility Archives - SkillAbility

Comparison between completing Lacerte product training and demonstrating professional tax-preparation readiness.
28 Jul

Lacerte Training for Tax Preparers: A Practical New-Hire Development Plan

Accounting Workforce Development / Onboarding & Training

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 27, 2026  |  43-minute read TL;DR — The Short Answer Lacerte training for tax preparers should teach an end-to-end professional return workflow—not only where to enter W-2s, K-1s, trial-balance amounts, and e-file information. A new hire

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