Congratulations! You have now completed your Hosted onboarding. Below you will find steps that we highly recommend you complete to be proficient in your new environment and get you the maximum benefit from your Hosted Platform. ☐ Log into RN open your programs, make sure you see all your client files and data ☐ Print a test page to PDF and to your printer.  Printer Setup Guide ☐ Create your unique folder on the I:\ drive to easily share documents. Short tutorial here ☐ Multi Factor Authentication for additional security click here ☐ Use the Red Log off button to log off at the end of the day, this may take about 2 hours after onboard to appear

The following videos address some of the most requested topics and questions from our Hosting customers. Activate your Right Networks Account Running the RN Setup wizard tutorial for Windows computers Setting up Right Networks on additional devices Adding users in Right Networks Assigning users to a package Installing applications Tips for navigating within the Hosting Environment Enable multiple monitor view in the Hosting environment Printer setup in Right Networks Creating a shared folder Lacerte Hosted Data Transfer Utility Lacerte adding your prep file Proseries data migration tool

This article will help you: Activate your Right Networks account. Install your tax software into your hosted environment. Add additional users to your hosted environment. Additional users will want to follow the steps here to access their hosted environment. Run the Right Network Setup Wizard to be able to access the Right Networks environment as well as print, and scan on your local computer. Upload program data from the local computer to the Right Networks environment. In the event of not being able to run the Setup Wizard: manually setup your Right Networks environment   Getting started using your activation email: Upon creation of the account you, as the account owner will be sent an activation email. This allows you to establish your Right Networks password, which will allow you to access the Right Networks My Account portal as well as the Right Networks remote environment. When you click on Activate Your Account and setup a password you will be able to log in to the Right Networks My Account portal.    Adding additional users: Login to the Right Networks My Account portal. Click on the Users tab. Click on Add User. Fill out the required information and click next. Select the Intuit ProConnect Lacerte package or Intuit ProConnect ProSeries package for the software you use. Click on Add User. Once the user has been invited they will want to follow the steps here to complete their registration and setup.   Assigning your users to a tax package: Before users can install software they need to be assigned to the package. Login to the Right Networks My Account portal. Click on the Packages & Add-ons tab. Under Packages click on the tax package name. Here you will see users already assigned to the tax package. Click on the Assign Users to Package button. Choose the users that need access.   Add your software to your Right Networks hosted environment: Login to your Right Networks My Account portal. Click on the Users tab. Click on your name. Click on the Apps you can install tab. On this screen select the year you want to install. Click on Install App. Once the process has finished, go back to the Apps you can install tab and repeat the process until you have all of the years you need.   Preparing your client data and options to be moved to Right Networks: If you are using Lacerte This step should be completed prior to running the Setup Wizard. This will prepare your Lacerte data and options to be moved to the hosted environment. You have the option of installing back to tax year 2012 however it is recommended to start with the current tax year and two years prior. This will allow you to setup your environment in a timely matter. You can always add in the prior tax years after the initial setup. Click here to download the tool. Press CTRL+J to open your Downloads folder. Double click on LacerteArchiver.exe Enter the two-digit tax year for a single year archive. Press CTRL+Z if you want every year. Wait for the archiver to finish. Press Enter to exit when prompted. Repeat steps 3-6 for each additional year you are moving. If you are using ProSeries This step should be completed prior to running the Setup Wizard. This will prepare your ProSeries data and options to be moved to the hosted environment. You have the option of installing back to tax year 2013 however it is recommended to start with the current tax year and two years prior. This will allow you to setup your environment in a timely matter. You can always add in the prior tax years after the initial setup. On your desktop computer navigate to your Data folder. For ProSeries Stand Alone installations the default location is C:ProWinYYYYData (where YY is the tax year). For ProSeries Network Installations the default location is X:ProNetYYYYData (where YY is the tax year and X is your network drive). Right click on the YYData folder and choose Send To then Compressed (zipped) folder. This will then make a copy of the data folder as a Zipped file. Repeat the process for each tax year you are moving to Right Networks.   Running the Right Networks Setup Wizard: The Right Networks Setup Wizard is designed to make setting up your computer a simple and user-friendly effort. If you are using a Windows computer The Setup Wizard will perform the following tasks: Configure a shortcut for the Remote Desktop application in Windows with the correct login address and your user account name pre-populated. The shortcut will be placed on your Windows desktop and can be configured to remember your password for you. Install the TSPrint Client on your local computer, allowing you to print documents from the remote session to your local printer. Install the TSScan Client on your local computer, allowing you to scan documents from the local scanner into the remote session. Provide you an opportunity to upload any files that need to be present in the Right Networks environment (this step can be skipped and the files can be uploaded at a different time using the Right Networks File Manager (see below). To install the Setup Wizard: The link to download the Setup Wizard can be found in two places: From the Right Networks My Account portal, on the left-hand side: From Right Networks Help, on the right-hand side of the page under Tools and Windows Downloads. Install the Setup Wizard. Once installed choose Just set up your computer.  On the login screen enter your Right Networks user name and password. Click Sign In. If you receive an error saying that you don't have permission to log in, or an "object reference not set to an instance of an object" error message, check the Right Networks My Account portal to make sure that you have a hosting bundle package attached to your username. Next it will install the Printing and Scanning utilities. The next step will place a shortcut on your local desktop. Check Add My Account Shortcut for quick access to Right Networks My Account portal. Click next to finish the setup wizard. If you are using a Mac The Right Networks Setup Wizard is designed to make setting up your computer a simple and user-friendly effort. The Setup Wizard will perform the following tasks: Guide you to the Apple App Store to download the free Microsoft Remote Desktop software. Create a login shortcut for you to access the Right Networks environment, which will appear within the Remote Desktop window when the app is launched. Install the TSPrint Client on your local computer, allowing you to print documents from the remote session to your local printer. Install the TSScan Client on your local computer, allowing you to scan documents from the local scanner into the remote session. Provide you an opportunity to upload any files that need to be present in the Right Networks environment (this step can be skipped and the files can be uploaded at a different time using the Right Networks File Manager (see below). To install the Setup Wizard: The link to download the Setup Wizard can be found in two places: From the Right Networks My Account portal, in the left-hand sidebar: From Right Networks Help, on the right-hand side of the page under Tools and Mac OS Downloads. On your keyboard press ⌥+⌘+L to open your Downloads folder. Run SetupWizard.dmg Click Open. This screen coveres QuickBooks, click Next. The Setup Wizard will perform some preliminary checks to make sure you will be able to log in. It will check whether the Remote Desktop port (3389) is open in your firewall. It will check for Remote Desktop or Citrix connections that are currently active. Answer the first two questions No and enter your Username and Password. Click Next.  If you receive an error message indicating that you do not have permission to log in, or an "object reference not set to an instance of an object" error message, check  Right Networks My Account portal to make sure you have a hosting bundle package attached to your username. The final Setup Wizard screen will complete your setup: Configuring Desktop Shortcut places a pre-configured Remote Desktop shortcut on your local desktop. Configuring Printer Support indicates that TSPrint is being downloaded and installed. This will allow you to print to local computers from the remote environment. Configuring Scanner Support indicates that TSScan is being downloaded and installed. This will allow you to scan from local scanners into the remote environment. Click Finish when done. If not previously installed, you will need to install the Windows Remote Desktop client on your Mac. Click OK. This opens the App Store and presented with the download option for Microsoft Remote Desktop 10. Click GET to install it. Open up the Microsoft Remote Desktop Client and you'll see your profile in the list – this is your Remote Desktop profile. Double click on it to connect to your Right Networks hosted desktop. The shortcut itself will display in the app shown above and will look like this: While the app is running, it will appear as an icon in your dock. We recommend pinning it permanently to the dock by right-clicking on the icon and select Keep in Dock.   Manually setting up Right Networks if the Setup Wizard fails. In rare cases, you may not be able to run the Setup Wizard on a Windows computer, typically because the local IT policies prevent it.We can still set up your environment with a manual setup. Please complete the steps below for your operating system: Step one for Windows - Setting up the printer and scanner access: Click here to open the Right Networks Support Site. Click Get Support in the upper right. Find the Windows Downloads section. Click on TS Print. Run the downloaded file to install the components. If you have a scanner attached to your computer and may need scanning ability click on TS SCAN. Run the downloaded file to install the components. Step two for Windows - Remote Desktop Configuration In the Windows Search bar type in mstsc.exe to open Remote Desktop Connection. Click on the Advanced tab. Set If server authentication fails: to Connect and don't warn me. Click on the Experience tab. Select "LAN (10 Mbps or higher). If you have an especially slow Internet connection, you may set this lower to improve the experience. Click on the Local Resources tab. Under Local devices and resources uncheck Printers.  Click on the General tab. In the Computer field enter your login address. If you do not have your login address click here for help. In the User name field enter your email address. This should be the email address you received your Activation Email at. Under Connection settings click on Save As... Save this file to your desktop with the file name RightNetworks. Step one for Mac- Setting up the printer and scanner access: Click here to open the Right Networks Support Site. Click Get Support in the upper right. Find the Mac OS Downloads section. Click on TS Print. You will often see this message. This is due to default security settings in the Mac OS, which prevent the installation of any application that didn’t come from the App Store. Click OK. Click on the Apple Menu in the upper-right corner of the screen and choose System Preferences. In the System Preferences window, select Security & Privacy. Click on the General tab. Under Allow apps downloaded from: click on Open Anyway for the TSPrintClient.pkg to start the installation.  You can verify that TSPrint is running on the Mac by the presence of the TSPrint icon in the top icon bar: If the icon is not present, click on the Finder icon in the dock: In the Finder window, click on the Applications folder. Find the item for TSPrint Client and double click on it.  Once installed you should see the TSPrint icon.  If you have a scanner attached to your computer and may need scanning ability click on TS SCAN. Run the downloaded file to install the components. Step two for Mac- Remote Desktop configuration Open the App Store.  Search for Microsoft Remote Desktop 10. Click on GET.  Open Applications and double-click Microsoft Remote Desktop. Right-click on the Dock icon and select Options, then Keep In Dock.  With the Application open, click the + button and then choose Desktop. In the PC Name field enter your login address. If you do not have your login address click here for help. Click on the User Account field and choose Add User Account. Enter your Right Networks login, which should be the email address you received your Activation email to. You can give this connection a Friendly Name. This is recommended if you have more then one Remote Desktop Connection setup.  You will be returned to the main app screen for Remote Desktop, where you will see the connection you just created as an icon. If you did not give it a Friendly Name, it will be identified by the login address: Double-click the shortcut to begin the login process.   Transferring files to the Right Network Hosted Environment through File Manager Before you start It is recommended to use a hard-wired internet connection for uploads when available. If your internet speed is slower then normal, or you receive errors during upload, limit the upload size to 2GB of data in a single upload. Avoid running background applications that are using large amounts of internet bandwidth during the upload. Open File Manager through one of the following three locations: Click here to access File Manager. From the Right Networks My Account portal. From the Tools section of the Right Networks Help page. On the left side of the screen click on your (I:) Click on the blue Upload button. From the Upload File screen click the Add button.  Browse to where you saved your zipped folder with your data files and options. Highlight the folder and click Open.  Click Upload to begin transferring the data to the Hosted Environment. Once the upload is complete, click the Log Off button in the upper-right corner.   Extracting the zipped folders Once the data has been uploaded to the hosted environment it needs to be extracted before you can restore it to your tax software. Log into your Right Networks Hosted Environment. Open your I: to find the uploaded zipped folder. Right-click on the zipped folder and choose Extract All.... Repeat the extraction process for each year uploaded.   Restoring client files and options into your tax software in Right Networks For Lacerte This section will help you restore the options and client data from the newly extracted zip folders. Close all years of Lacerte. Open your I: Open the extracted folder for the year you want to restore. This will have the format of YYtax-20YY-MM-DD. Highlight all the folders within the folder. Right-click on the folders and choose Copy. Go back to the I: Open the Lacerte folder. Open the YYtax folder where the year matches the year you opened in step 3. Right-click in the folder and choose Paste. When prompted, choose to Replace the files in the destination. For ProSeries Before you start make sure ProSeries is up to date and you have installed all the states you complete tax returns for. To check your state selections: Open ProSeries. From the Update menu, choose Select and Download New Products. Check any state that you need. Choose Next to download and install the states. Once the updates are complete you want to restore the client files from the newly extracted zip folders. The ProSeries Task Scheduler will not run in the hosted environment causing automatic updates to not function. All updates must be done manually through the Update menu in the software. Open ProSeries. From the File menu, select Client File Maintenance, then click Restore. Press the Set source directory button and find the location of your backed up files. Select the Type of return to be restored. Select the client files to be restored. If you want to restore all files, use the Select all button. Review the path specified for Set target directory. The default location should specify your ProSeries data folder. If you want to restore clients to a different location, use the Set target directory button to change the destination folder. Click on Restore client(s) to begin. 

"Account Issue" Error Message This error occurs when your Office 365 subscription will not work in a Cloud Hosting environment. What versions of Office will work in Hosted? How To Determine What Version of Office You Have Go to https://portal.office.com/ and log in to the portal. Select the gear icon in the upper right-hand corner. Select Update Contact Preferences then select the Subscriptions tab. The version of Office 365 that you are subscribed to should be listed on this page. If your version of Office 365 is not compatible with the Hosting environment, you can reach out to your Office 365 Administrator if you have one. Alternatively you can reach out to Right Networks directly to purchase the appropriate subscription. Right Networks can be reached by phone at (866) 335-8032 or you can click here to schedule an appointment. Activating your Office Products in Right Networks Once you have determined that the version of Office 365 you have is compatible in the Hosting environment, complete the following steps to activate your Office products. In your Right Networks Remote Desktop, open Microsoft Word or Excel. You should be prompted to sign-in to your Office 365 account. Note: Sometimes Microsoft Word or Excel will not prompt you to sign-in, if this occurs open Microsoft Outlook instead. If this issue persists, try logging out of Right Networks then logging back in before attempting again. After you sign in once, all of your Office products should now be accessible. You will need to repeat steps 1 & 2 for each user.

Before you start: The end-to-end process for onboarding a DMS database is considerably lengthy. It is normal for the process to take several days. During this time, it is important that you and your users do not use DMS for anything other than viewing documents that are already stored in DMS. Run a Database Repair just in case there are any issues with your DMS Database. Click here for detailed instructions on repairing your database. Zipping your DMS Database: Locate your DMS Database. Open the DMS software then look at the very bottom left of the program. Next to Current Database Path take note of the directory listed there. In my example below, the DMS Database is located in C:\DMS TEST\. Open your Windows File Explorer and navigate to your DMS Database Path but do not open the DMS Database folder. For example, if your database path was X:\DMS\DMS Database\ you will navigate to your X:\ Drive and open the DMS folder, then stop here. Right click on your DMS Database folder then hover your mouse over Send to and click on Compressed (zipped) folder). This may take a very long time, during this time make sure that your computer does not power off or go to sleep as this will interrupt the process. Uploading your DMS Database Open the Right Networks File Manager through one of the following three locations: Click here to access File Manager. From the Right Networks My Account portal. From the Tools section of the Right Networks Help page. After logging in to the Right Networks File Manager, click on your (I:) Drive on the left side of the page. Click on the blue Upload button near the top of the page. From the Upload File screen, click on the Add button. Browse to where your zipped DMS Database is located. Highlight the zipped folder then click Open near the bottom right of the page. Click Upload to begin transferring the data to the Hosted Environment. It is recommended to use a Hard-Wired Internet Connection. Avoid running background applications that are using large amounts of internet bandwidth during the upload.   If you received errors during the upload or the upload failed, this is due to connection instability Before you begin: these steps require 3rd Party Software to be installed on your computer. Please click here for more information on this program before installing. Click here to download 7 Zip installer. Run 7z1900-x64.exe. This will be located either at the bottom left of your screen or in your Downloads folder after clicking on the link above. On the 7-Zip 19.00 (x64) Setup window, leave the default location for your Destination folder then click the Install button When the green bar reaches the end it will tell you 7-Zip 19.00 (x64) is installed, click the Close button. Open your Windows File Explorer and navigate to your DMS Database. See steps 1-3 at the beginning of the article for detailed instructions. Right click on your DMS Database Folder and hover your mouse over 7-Zip then choose Add to archive… Near the bottom left, click on the Split to volumes drop down and select 100M. Click the OK button. You will see a progress window displaying the status. This will take some time, depending on the size of the file. After this completes you will see the separate files in the same location as the original file. Return to Step 4 of the beginning of this article and upload all of these .7z files.If the process fails, take note of the last file that successfully uploaded and begin the upload again where you left off. For example: If the upload fails while uploading file 056, you should re-upload files 056 to the end, you do not need to select 001 through 055 again. Once the upload is complete, click the Log Off button in the upper-right corner.

Before you start: The end-to-end process for onboarding a DMS database is considerably lengthy. It is normal for the process to take several days. During this time, it is important that you and your users do not use DMS for anything other than viewing documents that are already stored in DMS. Run a Database Repair just in case there are any issues with your DMS Database. Click here for detailed instructions on repairing your database. Zipping your DMS Database: Locate your DMS Database. Open the DMS software then look at the very bottom left of the program. Next to Current Database Path take note of the directory listed there. In my example below, the DMS Database is located in C:\DMS TEST\. Open your Windows File Explorer and navigate to your DMS Database Path but do not open the DMS Database folder. For example, if your database path was X:\DMS\DMS Database\ you will navigate to your X:\ Drive and open the DMS folder, then stop here. Right click on your DMS Database folder then hover your mouse over Send to and click on Compressed (zipped) folder). This may take a very long time, during this time make sure that your computer does not power off or go to sleep as this will interrupt the process. Uploading your DMS Database Open the Right Networks File Manager through one of the following three locations: Click here to access File Manager. From the Right Networks My Account portal. From the Tools section of the Right Networks Help page. After logging in to the Right Networks File Manager, click on your (I:) Drive on the left side of the page. Click on the blue Upload button near the top of the page. From the Upload File screen, click on the Add button. Browse to where your zipped DMS Database is located. Highlight the zipped folder then click Open near the bottom right of the page. Click Upload to begin transferring the data to the Hosted Environment. It is recommended to use a Hard-Wired Internet Connection. Avoid running background applications that are using large amounts of internet bandwidth during the upload.   If you received errors during the upload or the upload failed, this is due to connection instability Before you begin: these steps require 3rd Party Software to be installed on your computer. Please click here for more information on this program before installing. Click here to download 7 Zip installer. Run 7z1900-x64.exe. This will be located either at the bottom left of your screen or in your Downloads folder after clicking on the link above. On the 7-Zip 19.00 (x64) Setup window, leave the default location for your Destination folder then click the Install button When the green bar reaches the end it will tell you 7-Zip 19.00 (x64) is installed, click the Close button. Open your Windows File Explorer and navigate to your DMS Database. See steps 1-3 at the beginning of the article for detailed instructions. Right click on your DMS Database Folder and hover your mouse over 7-Zip then choose Add to archive… Near the bottom left, click on the Split to volumes drop down and select 100M. Click the OK button. You will see a progress window displaying the status. This will take some time, depending on the size of the file. After this completes you will see the separate files in the same location as the original file. Return to Step 4 of the beginning of this article and upload all of these .7z files.If the process fails, take note of the last file that successfully uploaded and begin the upload again where you left off. For example: If the upload fails while uploading file 056, you should re-upload files 056 to the end, you do not need to select 001 through 055 again. Once the upload is complete, click the Log Off button in the upper-right corner.

For our current prices and promotions click here, you will be directed to our website where you can decide which subscription best suits your needs. Adding or removing users from your subscription Important: Deleting a user on your Right Networks My Account page will not cease billing. To add or remove users, call (844) 818-5400. These changes can take up to 24 hours to process, during this time you may lose access to the Right Networks Hosted Desktop. Updating your billing information Important: You may receive an email that will make it seem that you can update your Payment Method through the My Account page. This is false. To update your billing information, call (844) 818-5400. Cancelling your Right Networks subscription Important: You will only have access to the data you uploaded to Right Networks for 2 weeks after cancelling your subscription. To cancel your service, call (844) 818-5400 or reach out to your Sales Agent. Click here for more information on retrieving your data out of Right Networks. Reactivating your Right Networks subscription Note: This can take up to 24 hours to process after payment is received. To reactivate your service, call (844) 818-5400 or reach out to your Sales Agent.

You may sometimes see an error for the Remote Desktop Connection that says The connection was denied because the user account is not authorized for remote logins. To resolve this error: Right-click on your Right Networks Remote Desktop Connection application, and select Edit. From the General tab, check the Computer name to make that you're connecting to the right computer. Lacerte users should have: BPOLCP001.rightnetworks.com ProSeries users should have: BPOPCP001.rightnetworks.com Select Save, then Connect to retry the connection. Additional Troubleshooting: Check to make sure your account in Right Networks is not canceled: Sign in to myaccount.rightnetworks.com. From the Info tab review the Status section. Check to see if it shows the account as Canceled or CancelPending–if you see either of these statuses, you'll see the Connection Denied error. If your status shows Canceled or CancelPending and you aren't canceling your order call customer support for assistance. Lacerte users call 800-933-9999 ProSeries users call 800-434-6818. Check if your user has a package assigned: Sign in to myaccount.rightnetworks.com. From the Users tab review the Assigned Package column. Make sure that the user receiving the error message has a valid package assigned to them. If the user doesn't have a package assigned, see the Intuit Hosting Onboarding and Setup Guide and follow the steps for Assigning your users to a tax package.

The following TSPrint communication error may generate if you haven't installed TSPrint on your computer or the Admin profile of a multi-profile workstation: A client communication error occurred. Please check if you have the TSPrint Client installed. This error can also show up if you are using third party RDP client or server. Please contact our support department for more help: support@terminalworks.com How to resolve the TSPrint communication error: Sign out of your Right Networks Remote Desktop. If you have a multi-profile workstation sign into Windows as an Admin profile (otherwise, skip this step). Go to Right Networks' helpdesk. Under Tools and Windows Downloads, select TSPrint to install it. If you have a multi-profile workstation, sign out of your Admin profile and sign back in to your regular Windows profile. Try printing. If you see the TSPrint communication error again, follow next steps. Additional troubleshooting: Make sure you're using the correct Remote Desktop Connection application when connecting to Right Networks. Your icon should look like this: If you recently installed the Remote Desktop Connection application from Right Networks, try restarting your computer (resource conflicts may have caused the issue). If your local IT assisted you when setting up your Remote Desktop, the error may be related to a permissions issue. Request your local IT assistance again if this is the case. If you still see the error, a 3rd-party application is likely causing the issue. Reach out to your local IT for additional assistance.

This article will help you if you are seeing the error Please see your ProSeries Network administrator to change when launching ProSeries in Right Networks for the first time. This article references default installation paths and uses YY to reference the tax year in 20YY format. Close ProSeries. Open the File Explorer in Right Networks. Open the H: Drive. Open the ProWinYY folder for the year impacted. Open the 32bit folder. Double click on the ProWinYY.ini in Notepad. Look for the section labeled [Preferences]. Change the line that says Admin=0 to Admin=1. From the File menu, select Save. Close Notepad and File Explorer. Open ProSeries again.

Before you start: This article will help you add Lacerte 2020 to your Right Networks remote desktop. If you don't use hosted Lacerte, see How to download next year's Lacerte, instead. Use the Logoff button on your remote desktop to sign out of the environment, and have any other users in your firm for whom you're installing Lacerte 2020 sign out, too. To add Lacerte 2020 to the Remote Desktop: Sign in to your Right Networks online account. Click on the Users tab, then select a user by clicking on their name. You'll see a screen showing the user's installed applications. Scroll down to the Available Applications section and locate 2020 Lacerte Tax. Press the Install App button. The installation will begin, and when it's complete, you'll see 2020 Lacerte Tax join the Installed Applications section of this screen. Click Home at the top left of your screen, or use the back button in your browser, to return to the previous page. Repeat steps 3 and 4 for each user. Once you've installed the app for all users, you need to download your prep file and place it in the 20Tax folder. Launch your Right Networks remote desktop. Within the remote desktop environment, open Google Chrome. Go to https://myproconnect.intuit.com/#/accounts/dashboard in Chrome, and sign in. Your account dashboard will be displayed. Click on Download Prep File. Once the download is complete, locate the PREP.20 file at the bottom of your screen. Click the down arrow beside it, and select Show in folder. A file explorer window will open showing where the prep file was saved. Locate PREP.20 in this window, and click once to highlight it. On your keyboard, hold down CTRL and the letter C to copy the file. On the left side of the file explorer window, under "This PC", double-click on your I:\ drive. The I:\ drive will be labeled with your firm name. If you don't see anything under "This PC", click once on "This PC" to expand that area. Inside your I:\ drive, locate the Lacerte folder, and double-click to open it. If you have already proforma'd your 2019 clients to 2020, you'll see a 20tax folder here. Skip to step 13. On your keyboard, hold down CTRL, Shift, and the letter N to create a new folder. Name the new folder 20tax. Double-click the 20tax folder to open it. Hold down the CTRL key on your keyboard, and press the letter V to paste the prep file into this folder. When you next login to the hosted environment, you'll see the 2020 Lacerte Tax icon on your desktop.

Before you start: This article will help you add ProSeries 2020 to your Right Networks remote desktop. If you don't use hosted ProSeries, see How to download next year's ProSeries, instead. Use the Logoff button on your remote desktop to sign out of the environment, and have any other users in your firm for whom you're installing ProSeries 2020 sign out, too. To add ProSeries 2020 to the Remote Desktop: Sign in to your Right Networks online account. Click on the Users tab, then select a user by clicking on their name. You'll see a screen showing the user's installed applications. Scroll down to the Available Applications section and locate 2020 Professional Tax (Network) if you have a Network License or 2020 Professional Tax (Stand Alone) if you do not have a Network License. Press the Install App button. The installation will begin, and when it's complete, you'll see 2020 ProSeries Tax join the Installed Applications section of this screen. Click Home at the top left of your screen, or use the back button in your browser, to return to the previous page. Repeat steps 3 and 4 for each user. When you next login to the hosted environment, you'll see the 2020 ProSeries Tax icon on your desktop.

Adding SmartVault to the remote desktop: Login to myaccount.rightnetworks.com. Select the Users tab. Choose the user that needs SmartVault. Scroll down to the Available section and select Install App next to SmartVault. Repeat steps 2 through 4 for each user that needs SmartVault installed. How to setup SmartVault for use in the Right Networks Remote Desktop: Close your tax software. From your Right Networks Remote Desktop open the SmartVault Launchpad Login to SmartVault using your email address and SmartVault password. Select SmartVault Drive, then enter your email and password. The (Z:) Drive is recommended for mapping, but you can choose any location. Select SmartVault User Settings. Select the Extensions tab. Check the box for each year you need to use SmartVault with the tax program with. If the checkbox has a black square instead of a checkmark, click the box once to clear the black box and check the checkbox again. Select OK then close SmartVault. Log off of Right Networks remote desktop by using the Red Log Off Button. Log back into Right Networks. Open SmartVault, and sign in if you're prompted to. Open your Tax Software, you should be prompted to Allow Integration with SmartVault. Troubleshooting SmartVault: Before you begin troubleshooting SmartVault, log off of Right Networks using the Red Log Off Button on your Remote Desktop then log back in. If the issue continues to happen run the PDF Repair Tool. If this does not fix your issue see the SmartVault Help Center.

Prior to installing the 2020 Lacerte Program in Right Networks, complete the following steps. Log in to your Right Networks Remote Desktop. Open Google Chrome within Right Networks and sign into your Intuit ProConnect My Account Dashboard. After successfully logging in you will be brought to your ‘My Account Dashboard’ page, from here you should select Previous Years which is located in the Lacerte section. Next click on Prep Zip File. You should see PREPFiles.zip now at the bottom left of your screen, click on the ‘Up Arrow’ on the right hand side and choose Open. The window that populates should show several PREP files, click once on PREP.20, then on your keyboard press the CTRL and Letter C keys at the same time to copy this file. Now on the left hand side of this same window under This PC double-click on your I Drive, this drive will be named after your firm name. Note: If you do not see anything under This PC, click once on This PC to expand that area. You should now see the I drive underneath. Once you’re in the I Drive locate and double-click on the Lacerte Folder. NOTE: If you have already Proforma’d your clients from 2019 to 2020 you can skip this step. In the Lacerte Folder, on your keyboard press the CTRL, Shift, and Letter N keys all at the same time. This should create a new folder which we are going to name 20tax. After you’ve created 20tax, double-click on the 20tax folder. In the 20tax Folder press the CTRL and Letter V keys at the same time to paste our PREP.20 file into the 20tax Folder   If you also use Document Management System (DMS) in the Right Networks environment complete the below steps to license DMS.  After you have completed the above steps open DMS.  From the Tools menu, choose Update License Information.  On the Update DMS License File screen ensure the Look in: location is the (I:) followed by your Firm Name.  Open the Lacerte folder then 20Tax then Option20.  Click Open.  DMS will display a message saying DMS has successfully updated your license file.  Click OK.  

This article references default installation paths and uses YY to reference the tax year in 20YY format.  C: will always indicate the local drive and X: will always indicate the network drive. Installing EasyACCT and Information Return Systems on your Right Networks Hosted Desktop: Sign in to your myaccount.rightnetworks.com page. Select the Users tab. Select the user that needs to install the application. Under the Available Applications section, select Install App next to EasyACCT Professional Series or Information Return System. Repeat the steps for any other users.   Onboarding EasyACCT Professional Series: Find the location of your EasyACCT data: This can be viewed within the EasyACCT software, a the top of the program. Open Windows File Explorer and browse to where your EasyACCT data is stored. Right-click in the data folder and choose New, then Folder. Name the folder EasyACCT Onboarding. Right-click on the EasyACCT data folder and select Copy. Open the EasyACCT Onboarding folder, right-click and choose Paste. If you use Custom Tax Tables, you should also copy your YYTTBLS folders and paste these into the EasyACCT Onboarding folder. To locate the Custom Tax Tables, follow these steps: Check the Employee Wage Withholding screen for the 3 digit code name of the Custom Tax Table assigned. From the System menu, select System Utilities, Payroll/Sales Tax Tables, then Local Tax Tables (or choose the custom table). Select the down arrow for tax year then choose the year. Find the Custom Tax Table Code that matches the one found in Employee Setup. Open Windows File Explorer and browse to the C:\EasyW\yyTTBLS folder that matches the 3 digit code name from the Employee Wage Withholding screen. Copy this folder and paste it into your EasyACCT Onboarding folder. Repeat these steps for all Custom Tax Tables. Right-click on the EasyACCT Onboarding folder, select Send To, then Compressed (Zipped) Folder. Open the Right Networks File Manager through any of the following locations: Click here to access File Manager. From the Right Networks My Account portal. From the Tools section of the Right Networks Help page. On the left side of the screen, click on your I:\ Drive. Select Upload. From the Upload File screen, select Add. Browse to where your Compressed (zipped) folder is saved. Highlight the zipped folder and select Open. Select Upload to begin copying the data to the Hosted Environment. It's recommended to use a hard-wired internet connection for uploads when available. Avoid running background applications that are using large amounts of internet bandwidth during the upload. After the upload finishes, sign in to your Right Networks Remote Desktop using the Remote Desktop Connection Application. If you have an onboarding appointment with our hosted experts, the remaining steps will be completed during the appointment. On your Remote Desktop, open the Windows File Explorer. Open your I:\ Drive then open the EasyACCT Onboarding.zip folder. Open the EasyACCT data folder, then press CTRL + A to select all the file. Press CTRL + C to copy the files. Click back to your I:\ Drive, then open the EasyW folder. Press CTRL + V to paste all of your data files and custom tax tables into this folder. Open the EasyACCT program in Right Networks to make sure that the data files are accessible.   Onboarding the Information Return System: Find the location of your IRS company data. The default location is C:\IRSyyyy\Data\ Open Windows File Explorer and browse to where your IRS company data is stored. Right-click in the data folder and choose New, then Folder. Name the folder IRS Onboarding. Right-click on your IRSyyyy folder and select Copy. Open the IRS Onboarding folder, then right-click and choose Paste. Repeat steps 5 and 6 for each year of the IRS company data you wish to move to Right Networks. Right-click on the IRS Onboarding folder, select Send To, then Compressed (Zipped) Folder. Open the Right Networks File Manager through any of the following locations: Click here to access File Manager. From the Right Networks My Account portal. From the Tools section of the Right Networks Help page. On the left side of the screen, click on your I:\ Drive. Select Upload. From the Upload File screen, select Add. Browse to where your Compressed (zipped) folder is saved. Highlight the zipped folder and select Open. Select Upload to begin copying the data to the Hosted Environment. It's recommended to use a hard-wired internet connection for uploads when available. Avoid running background applications that are using large amounts of internet bandwidth during the upload. After the upload finishes, sign in to your Right Networks Remote Desktop using the Remote Desktop Connection Application. If you have an onboarding appointment with our hosted experts, the remaining steps will be completed during the appointment. On your Remote Desktop, open the Windows File Explorer. Open your I:\ Drive then open the IRS Onboarding.zip folder. Open the IRS company data folder, then press CTRL + A to select all the file. Press CTRL + C to copy the files. Click back to your I:\ Drive then open the IRS2020 folder, then the Data folder. Press CTRL + V to paste all of your data files into this folder. Now open your Information Return System program in Right Networks to make sure that the company data files are accessible.

About accessing data after cancellation When you cancel your subscription, your access to the hosting service will continue through the current billing cycle, and will terminate on the next billing date. Upon termination, you will have access for 15 days to retrieve your data from the hosted environment. How to download your data Manual method You can manually download your data from the Right Networks environment to your desktop or local server using two recommended steps. Locate your data. From there, compress it into a single ZIP file. See the following links for information on where to find Lacerte or ProSeries data: Lacerte ProSeries Copy the newly created ZIP file to your local desktop, unpack and then restore the data files to the desired location. Assisted method If you would like assistance to download your data, please contact a Hosting expert to ensure all of your data is downloaded successfully. To speak with a Lacerte hosting expert, please give us a call at 1-800-933-9999 To speak with a ProSeries hosting expert, please give us a call at 1-800-434-6818, followed by pressing for Systems Support.