> For the complete documentation index, see [llms.txt](https://docs.filed.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.filed.com/reference/plugins/integrations/tax-software/lacerte/setting-up-the-lacerte-sdk.md).

# Setting up the Lacerte SDK

Use this guide to enable Lacerte client-list syncing and data entry on a Windows computer running Filed Desktop.

The setup normally takes about 15 minutes and requires Windows administrator access.

{% hint style="info" %}
Using Lacerte in Rightworks? Do not follow this manual installation guide. See [Microsoft Visual C++ x64 runtime in Rightworks](/reference/plugins/integrations/tax-software/lacerte/microsoft-visual-c-runtime-in-rightworks.md) instead.
{% endhint %}

## Before you start

Confirm that:

* Lacerte 2025 is installed.
* Lacerte opens normally and displays the firm's clients.
* Filed Desktop is installed on the same Windows computer.
* You have Windows administrator access.
* The following installer is saved on the Windows Desktop:

```
Lacertetax-SDK-Installer-64-1.0.0.501.msi
```

## 1. Close Lacerte and Filed

1. Ask the user to save their work.
2. Close Lacerte completely.
3. Close Filed Desktop completely.
4. Open Task Manager by pressing `Ctrl` + `Shift` + `Esc`.
5. Confirm that no Lacerte or Filed applications remain under **Processes**.

{% hint style="warning" %}
Do not install the SDK while Lacerte is running. An open Lacerte process can prevent required SDK components from being registered correctly, even if the installation log reports success.
{% endhint %}

## 2. Remove an existing Lacerte SDK

1. Open **Windows Settings**.
2. Select **Apps > Installed apps**.
3. Search for `Lacerte`.
4. If **Lacerte SDK (64-bit)** appears, uninstall it.
5. Restart the computer.

If the SDK is not listed, continue to the next step without uninstalling it.

## 3. Open PowerShell as an administrator

1. Open the Windows Start menu.
2. Search for `PowerShell`.
3. Right-click **Windows PowerShell**.
4. Select **Run as administrator**.
5. Approve the Windows security prompt.

## 4. Install and check the SDK

Copy the entire block below, paste it into PowerShell, and press `Enter`:

```powershell
$msi = "$env:USERPROFILE\Desktop\Lacertetax-SDK-Installer-64-1.0.0.501.msi"
$log = "$env:USERPROFILE\Desktop\lacerte-sdk-install.log"

if (!(Test-Path $msi)) {
    Write-Host "FAIL: The installer was not found on the Desktop." `
        -ForegroundColor Red
} else {
    Write-Host "Installing Lacerte SDK. Please wait..."

    $process = Start-Process msiexec.exe `
        -ArgumentList @('/i', "`"$msi`"", '/L*v', "`"$log`"") `
        -Wait `
        -PassThru

    if (!(Test-Path $log)) {
        Write-Host "FAIL: The installation log was not created." `
            -ForegroundColor Red
    } else {
        $success = Select-String $log `
            -SimpleMatch "Installation success or error status: 0" `
            -Quiet

        $errors = Select-String $log `
            -Pattern "Return value 3|Failing with hr=|80070005|Access is denied" `
            -Quiet

        if (($process.ExitCode -in @(0, 1641, 3010)) -and $success -and !$errors) {
            Write-Host "PASS: Lacerte SDK installed successfully. Restart the computer." `
                -ForegroundColor Green
        } else {
            Write-Host "FAIL: Installation did not complete cleanly. Send the log to Filed Support." `
                -ForegroundColor Red
        }
    }
}
```

The Lacerte SDK may not display an installer window, progress bar, or completion message. This is expected. Keep PowerShell open and wait for it to display a green `PASS` or red `FAIL` result.

If the result is `FAIL`, stop and send the following file from the Desktop to Filed Support:

```
lacerte-sdk-install.log
```

## 5. Restart the computer

If the installation result was `PASS`, restart Windows before opening Lacerte or Filed Desktop.

## 6. Verify the installation after restarting

Open PowerShell, copy the entire block below, and press `Enter`:

```powershell
$dll = 'C:\Program Files (x86)\Common Files\Lacerte Shared\LacerteSDK\ClientDataAccess2025.dll'

$clsid = 'Registry::HKEY_LOCAL_MACHINE\SOFTWARE\Classes\WOW6432Node\CLSID\{999EBD1D-666C-48F9-8E81-47249EDBF8FC}'

$appId = 'Registry::HKEY_LOCAL_MACHINE\SOFTWARE\Classes\WOW6432Node\AppID\{999EBD1D-666C-48F9-8E81-47249EDBF8FC}'

if ((Test-Path $dll) -and (Test-Path $clsid) -and (Test-Path $appId)) {
    Write-Host "PASS: Lacerte SDK is installed and registered correctly." `
        -ForegroundColor Green
} else {
    Write-Host "FAIL: Lacerte SDK verification failed." `
        -ForegroundColor Red
}
```

The expected result is:

```
PASS: Lacerte SDK is installed and registered correctly.
```

{% hint style="info" %}
The `Program Files (x86)` and `WOW6432Node` names are expected locations used by Intuit's official installer. Do not install a different SDK because of these names.
{% endhint %}

## 7. Sync the client list in Filed

1. Open ProWork Desktop on the computer running Lacerte and confirm that it is connected.
2. Open Filed in your web browser and go to **Plugins**.
3. Open the **Lacerte** integration.
4. Under **Your connections** or **Shared connections**, select the Lacerte connection you set up.
5. In the **Data folder** section, confirm that Filed is using the correct Lacerte data folder. Filed may detect the folder automatically when Lacerte is installed on a local drive.
6. In the **Client list** section, click **Sync Clients**.
7. Keep ProWork Desktop open while the button displays **Syncing...**.
8. Confirm that the Lacerte clients appear in the **Client list** section when the sync finishes.

Clicking **Sync Clients** in Filed sends a **List Clients** action to the paired ProWork Desktop app. You do not need to start this action manually in the desktop app.

## If Sync Clients still fails

Send the following information to Filed Support:

* A screenshot of the sync error on the Lacerte connection page in Filed.
* The `lacerte-sdk-install.log` file from the Windows Desktop.
* A screenshot of the post-restart verification result.
* The configured Lacerte data-folder path.
* Confirmation that ProWork Desktop was open and connected during the sync.
* Confirmation that the clients appear normally inside Lacerte.

Do not repeatedly reinstall the SDK before the installation log has been reviewed.


---

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