We can probably answer them in our FAQs
If you have a question we haven't covered yet, scroll through our FAQs below.
Or give us a call at 844-818-5434 to consult with a Cloud Hosting Specialist.
"Hosting" is another term for "in the cloud." It means that your Lacerte or ProSeries software and data are stored ("hosted") on a secure web server at a protected facility, instead of locally on your office computer. You access them over a protected internet connection rather than via your local network.
It means you're not tied down to your office to run Lacerte or ProSeries. You can access your software anywhere, anytime, and on any device with an internet connection, including a Mac. It’s the exact same Lacerte or ProSeries software you’re used to, simply on the cloud.
If you're familiar with Lacerte or ProSeries, no time at all. There’s no learning curve, and we personally walk you through the setup so that’s easy, too. Most practices are up and running within a few days. Hosting for Lacerte and ProSeries has the same look and feel as Lacerte and ProSeries on the desktop. If you're new to Lacerte or ProSeries, you can get up-to-speed on the tax software through the help of our Easy Start program.
We encourage customers who use Hosting to remove the program from their desktop to reduce issues with data syncing. Although if you do not wish to remove the program entirely, we suggest at least removing the shortcuts so they are not inadvertently accessed.
No. We encourage you to exclusively use your hosted environment to prevent syncing issues. You can pull down or upload data to and from the hosted environment if you need to, but it is a manual process.
For Lacerte, your software will be automatically updated so you are always up-to-date with the latest release as soon as it’s available. For ProSeries, there are automatic, nightly searches for updates, so any available updates are always ready for you to download when you log in the next day.
We are able to host the last 7 years of tax software in our hosting environment (from the latest tax year).
Hosting for Lacerte and ProSeries is provided by Intuit, leveraging an exclusive partnership with Right Networks, who is screened to help ensure your data is safe and the services you receive are of high quality. Your data is secure with industry-standard SSL-based encryption at all connections, and enterprise firewall and antivirus protection. Additionally, anti-virus technology and multi-layer access controls help protect your files and transmissions. Hosting can also help you avoid the risks that come with physical data storage--whether it's a hardware crash, natural disaster, or break-in. Please visit Intuit's Privacy and Security site for more information about how we're committed to keeping your data safe.
The Hosting program will automatically back up nightly and will maintain a rolling backup for 90 days.
Yes, this is an IRS Security Summit requirement.
Microsoft Excel and Microsoft Outlook integration with Lacerte or ProSeries in the Hosting environment requires a Microsoft 365 license that supports Office applications. If you already have a compatible Office 365 license, such as Office 365 Apps for Enterprise, Microsoft 365 Business Premium, Office 365 for Enterprise - E3, or Office 365 for Enterprise - E5, you can bring it over on your own, or purchase a separate license through Right Networks or another provider.
See the article Setting up Microsoft Office on your Right Networks Remote Desktop. This article provides other helpful information including what versions of Microsoft Office will work in a hosted environment. You can also refer to this article for more information about what features come with different Microsoft Office 365 plans.
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