Intuit Accountants just released the first-annual 2022 Taxpayer Insights & Intelligence Brief.
- ProductsProducts
- Professional tax softwareProfessional tax software
- Intuit Lacerte TaxTap into highly powerful tools designed for complex returns and multiple preparers.
- Intuit ProConnect TaxGain added flexibility delivered fully on the cloud with nothing to download.
- Intuit ProSeries TaxGet simple forms-based screens and one-click access to calculation details.
- See all tax software
- Workflow add-onsWorkflow add-ons
- Intuit Tax AdvisorCreate automatic tax plans for clients using tax return data mined from your ProConnect Tax or Lacerte software.
- Hosting for Lacerte and ProSeriesPut your Lacerte or ProSeries software on the cloud for built-in security, automatic backups and less IT stress.
- eSignatureGet any document signed securely from any online device, all done with quick clicks inside your tax software.
- Protection PlusProtect your clients from audits, tax notices and identity theft with $1 Million Tax Audit Defense™.
- Pay-by-RefundGive your clients the option of no upfront, out-of-pocket costs and give yourself an easy way to get paid with refund transfers.
- See all workflow add-ons
- Accounting solutionsAccounting solutions
- QuickBooks Online AccountantAccess all your QuickBooks clients, resources, and tools under one login from anywhere.
- QuickBooks Accountant DesktopGet all the power of QuickBooks in a one-time purchase accounting software installed on your office computer
- EasyACCTGain a proven solution for write-up, A/P, A/R, payroll, bank reconciliation, asset depreciation, and financial reporting.
- Training & EducationTraining & Education
- SupportSupport
- Online forum
- Contact us
- Looking for QuickBooks help?Looking for QuickBooks help?
- For Sales: 844-877-9422
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CLOUD HOSTING BACKED BY INTUIT FOR LACERTE AND PROSERIES
Increase team collaboration with remote access and get enhanced security when you host your tax software in the cloud
Or call 844-818-5400 for a fast, free consultation.
Best work-from-anywhere capabilities
Intuit Hosting for Lacerte and ProSeries powered by Right Networks*
Same tax software—now with online flexibility
Get up and running within a few days with software that mirrors your current setup and maintains speed and ease-of-use. And, get access to an onboarding team that helps ensure your upgrade goes smoothly every step of the way.
Delegate, review, and collaborate from anywhere. Work together with teammates on a return, using the same data at the same time—whether you’re in the same office or across town.
Expand your talent pool, and hire prospective employees from anywhere in the world with remote access flexibility that lets employees work on their own schedule, wherever they are.
Advanced data security and compliance
Get enterprise-level firewall, and protection from physical and digital threats, such as natural disasters or cyber attacks. Learn more about why small businesses prioritize cybersecurity.
Gain confidence knowing you meet all IRS “Security Six” requirements to keep your data locked up tight with Hosting.
Minimized maintenance and costs
99.999% uptime**
Let our expert network engineers manage your hosting environment and software so you don’t have to. And, also get unlimited storage for your tax data.
90-day rolling data backups**
Never worry about paying extra for IT maintenance and spending time installing updates and backups.
Simply pay a flat monthly fee per person for Hosting, and get the flexibility to add or remove seasonal team members as needed. Plus, you can ensure you made the right choice for your practice with our 30-day money-back guarantee.
86% of taxpayers expect their tax professional to store their tax documents/information with industry-standard security.*
Hear what other pros think of Hosting
Thanks to Hosting from Intuit, we have consistency for our whole team. During COVID, employees were able to log in from home. When we experienced an employee moving out of state, we were able to accommodate her with cloud hosting, so we didn't lose a valued employee.
Patty Ramus,
RCG CPA & Advisors LLC
Antioch, California
RCG CPA & Advisors LLC
Antioch, California
With Hosting from Intuit, I'm far more efficient because I don't have to spend time agonizing over updates, data retrieval, storage, or access. It's all seamless—so now I can focus on by business, instead of in my business.
Chris Spano,
Spano Tax LLC
Huntersville, North Carolina
Spano Tax LLC
Huntersville, North Carolina
I moved my tax software to the cloud so I can attract top talent no matter where they are
Important offers, pricing details, and disclaimers
Terms, conditions, pricing, subscriptions, packages, features, service and support options are subject to change at any time without notice.
HOSTING FOR LACERTE AND PROSERIES
Hosting for Lacerte or ProSeries is a monthly subscription. Additional fees apply for the annual tax software products and add-on services. Each month, your account will be automatically charged the agreed-upon price unless and until you cancel. Cancel your subscription at any time by calling Customer Service at 1-800-933-9999 for Lacerte and 1-800-434-6818 for ProSeries during service hours, prior to your monthly renewal date. 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.
If payment fails during your subscription period, we will attempt to contact you and retry your payment. If the payment retry is not successful, your subscription will terminate on the 15th day. Upon termination after payment failure, you will have access for an additional 15 days to retrieve your data from the hosted environment.
If you need to add a seat or change account information, you can do so at any time by calling Customer Service at 1-800-933-9999 for Lacerte and 1-800-434-6818 for ProSeries, during service hours.
FOR LACERTE
Hosting for Intuit Lacerte is a monthly add-on subscription service. If you purchase Hosting for Intuit Lacerte user licenses, you may not purchase more than the number of Lacerte Fast Path licenses on your account. Additional terms, conditions and limitations apply. Pricing, features, service and support options are subject to change at any time without notice.
FOR PROSERIES
Hosting for Intuit ProSeries is a monthly add-on subscription service offered for Intuit ProSeries Professional packages only and is not available for ProSeries Basic packages. If you purchase Hosting for Intuit ProSeries, a separate ProSeries Network License is required for accounts with 2 or more users. Additional terms, conditions and limitations apply. Pricing, features, service and support options are subject to change at any time without notice.
ADD-ON SERVICES AND INTEGRATIONS
Microsoft Excel and Microsoft Outlook integration with Lacerte or ProSeries in the hosted environment requires an existing license for Office 365 Apps for Enterprise, Microsoft 365 Business Premium, Office 365 for Enterprise—E3, or Office 365 for Enterprise—E5. If you already have one of these licenses, you can bring it over on your own, or purchase a separate license through Right Networks or another provider. Intuit does not provide technical support for business applications that integrate with Lacerte and ProSeries in the hosted environment.
Hosting for QuickBooks Desktop can also be included in the hosted environment for a discounted price. QuickBooks Desktop hosting must be purchased for an additional fee directly through Right Networks, or through Right Networks’ My Account during the tax Hosting onboarding process. Additional terms, conditions, and limitations may apply. Pricing, features, service and support options are subject to change at any time without notice.
Right Networks may also offer additional third party services, not core to Lacerte or ProSeries, for an additional fee.
The Signature pad functionality within DMS is not supported in the Lacerte and ProSeries hosted environments at this time.
RIGHT NETWORKS
Hosting for Lacerte and ProSeries is powered by Right Networks. Contact Right Networks to contract additional third-party software.
Right Networks performs backups of all Hosted data on a nightly basis and retains the back-ups for a rolling 90-day period in a protected offsite facility as an additional level of protection. There is no limitation to the size of a customer's back-up. Customers are responsible for verifying the integrity of hosted data at least every 90 days. Right Networks employs Snapshot technology to backup customer data. Snapshots are taken daily and then replicated to another physical Right Networks facility for Disaster Recovery.
Right Networks uses top-tier data centers and multiple layers of redundancy within its infrastructure to provide 24x7 availability. However, availability can vary, is subject to occasional downtime and may change without notice. Right Networks encrypts all backup files and backup tapes. Virtual desktop connections are protected via TLS with a minimum of 128 bit encryption and authentication. Each customer has a unique Right Networks virtual desktop. Access to each Intuit ProSeries or Intuit Lacerte company file is controlled at multiple layers including file access permissions. Access is locked out after multiple failed login attempts for the same user. Security features, functionality and access are subject to change without notice as deemed necessary by Right Networks. Availability can vary and are subject to occasional downtime and may change without notice. Click here for a list of compatible devices.
- Internet connectivity required:
Hosting is subject to availability of a reliable Internet connection. See detailed list of systems requirements here.
TECHNICAL SPECIFICATIONS
Minimum technical requirements and system requirements can be found here.
30-DAY MONEY-BACK GUARANTEE
- If you are not satisfied with the Hosting service for any reason and are a new customer, you will receive a refund equal to the Hosting subscription fee paid, minus any applicable service and delivery fees. For full terms, visit https://proconnect.intuit.com/guarantee.
*Claim legal disclosure: Based on blind survey of taxpayers who used a tax professional in the 12 months prior to June 2022.
**https://www.rightnetworks.com/about/why-right-networks/
50% for 4 months:
Hosting for ProSeries Tax or Lacerte Tax: 50% off the monthly plan price for 1, 2, or 3 new users of Hosting for Intuit Lacerte or ProSeries tax software only (“Hosting”) for the first 4 months of service starting from the date of purchase, followed by the then-current monthly fee for Hosting. Your account will automatically be charged on a monthly basis until you cancel. Offer valid 4/10/23 through 6/8/23 at 5 PM CT. This discount cannot be combined with any other Intuit offer. Limited to one per customer. Sales tax may be applied where applicable. During the discount period you cannot remove seats to the Hosting service; otherwise the discount will be voided. For more information, please visit https://proconnect.intuit.com/desktop-hosting/.
20% off for 4 months:
20% off for 4 months: Hosting for ProSeries Tax or Lacerte Tax: 20% off the monthly plan price for 4 or more new users of Hosting for Intuit Lacerte or ProSeries tax software only (“Hosting”) for the first 4 months of service starting from the date of purchase, followed by the then-current monthly fee for Hosting. Your account will automatically be charged on a monthly basis until you cancel. Offer valid 4/10/23 through 6/8/23 at 5 PM CT. This discount cannot be combined with any other Intuit offer. Limited to one per customer. Sales tax may be applied where applicable. During the discount period you cannot remove seats to the Hosting service; otherwise the discount will be voided. For more information, please visit https://proconnect.intuit.com/desktop-hosting/.
New Customer Only: 50% off Hosting for 4 months with Lacerte:
50% off the monthly plan price for 1, 2, or 3 new users of Hosting for Intuit Lacerte Tax software only. Promotional pricing for hosting is based on 12 months of service using the number of authorized users on your account. The monthly price is $60 per user per month for the first 4 months and $120 per user per month thereafter. Offer valid through December 31, 2023. Your account will automatically be charged monthly until you cancel. This discount cannot be combined with any other Intuit offer. Limited to one per customer. Sales tax may be applied where applicable. During the discount period, you cannot add or remove users to the Hosting service; otherwise, the discount will be voided.
New Customer Only: 50% off Hosting for 4 months with ProSeries:
50% off the monthly plan price for 1, 2, or 3 new users of Hosting for Intuit ProSeries Tax software only. Promotional pricing for hosting is based on 12 months of service using the number of authorized users on your account. The monthly price is $60 per user per month for the first 4 months and $120 per user per month thereafter. Offer valid through December 31, 2023. Your account will automatically be charged monthly until you cancel. This discount cannot be combined with any other Intuit offer. Limited to one per customer. Sales tax may be applied where applicable. During the discount period you cannot add or remove users to the Hosting service; otherwise, the discount will be voided.
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Call Sales: 844-877-9422
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