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Have more questions about Hosting?
Overview
"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 connected to the internet. It’s the same Lacerte or ProSeries software you use, just in the cloud.
If you're familiar with Lacerte or ProSeries, there’s no learning curve. We personally walk you through the setup, and 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 onboarding program. Access learning resources for Lacerte and ProSeries.
How it works
We encourage customers who use Hosting to remove the program from their desktop to reduce issues with data syncing. If you don't wish to remove the program entirely, we suggest removing the shortcuts so they aren't inadvertently accessed.
No, we encourage you to exclusively use your hosted environment to prevent syncing issues. You can refresh or upload data to and from the hosted environment if you need to, but it’s a manual process.
For Lacerte, your software will automatically update so you’re always up-to-date with the latest release as soon as it’s available. ProSeries has automatic nightly searches for updates, so any available updates are ready for download the next day you sign in.
We are able to host the last 10 years of tax software in our hosting environment (from the latest tax year).
Security
Hosting for Lacerte and ProSeries is provided by Intuit, leveraging an exclusive partnership with Rightworks (formerly Right Networks), who's 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, enterprise firewall, and antivirus protection. Additionally, anti-virus technology and multi-layer access control 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 the Intuit 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.
System requirements
- As with any internet-based service, you'll need a good-quality, fast internet connection. Hosting is subject to the availability of a reliable internet connection. See a detailed list of system requirements.
- Other environmental factors may affect your ongoing internet connection and could impact your Hosting experience. These factors could include the number of devices simultaneously streaming, the quality and speed of your WiFi network and router, and the latency levels of your connection.
IT
- No, you don't need your own local network. The internet is the only network you'll need.
- For ProSeries, you do still need a network license to have multiple users access your software in the hosted environment.
- For Lacerte, you need licenses based on how many users are planning on accessing the Hosting.
Using Hosting with other software
For our setup and onboarding guide, see this article on our Community site.
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 Rightworks (formerly Right Networks) or another provider.
See the article Setting up Microsoft Office on your Rightworks (formerly 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.
Choose from 40+ business apps to seamlessly integrate into your Hosting environment. Simply bring your existing license for the application(s) you would like to add to your Hosting environment. We'll take care of the rest, so you can access it all from one convenient place on the cloud.
- Business: Access over 20 hosted apps, plus additional built-in integrations, including Adobe Acrobat*.
- Advanced: Access over 35 hosted apps, plus additional built-in integrations, including QuickBooks Desktop*, Tax Dome, Fixed Asset CS, and more.
- Premium: Access over 40 apps, plus additional built-in integrations, including QuickBooks Desktop*, Practice CS, ProSystem fx® suite, and more.
QuickBooks Desktop can also be added to your Hosting environment with additional setup and subscription. See pricing information and schedule a consultation.
Both Adobe DC Reader (no license required) and Adobe Acrobat (license required) are available for all Hosting plans and are accessed through the same application. If you don’t login, you will get the Adobe DC Reader functionality. If you do login, you will get Adobe Acrobat functionality.
To use any applications that require licenses, you’ll need to either transfer your current license or buy them separately.
Choosing a Hosting plan
Yes, if you are new to Hosting, you can purchase any plan. If you are an existing Hosting customer, you can migrate to any plan. Note: All users within a firm must be on the same plan.
Helpful tips while using Hosting
- Remember to logoff at the end of your day using the red Logoff button
- This can help prevent issues. In fact, sometimes printing issues and program errors can be resolved when you log off and then log right back in.
- How can I logoff if I can't get to the Logoff button on my desktop?
- Right-click on the Start icon. Select Shut down or Sign out, then choose Sign Out.
Highlight what you would like to copy/paste/delete. Use Ctrl+C to copy, Ctrl+V to paste, and Delete to delete. See the article Rightworks (formerly Right Networks) Hosted frequently asked questions for more about keyboard shortcuts.
- See the article Common questions for Hosted Billing for who to contact to increase your total hosted users available. To add new users to the hosted environment, see the following sections in this article Intuit Hosting Onboarding and Setup Guide:
- Adding additional users
- Assigning your users to a tax package
- Running the Rightworks (formerly Right Networks) Setup Wizard
- See the section “Running the Rightworks (formerly Right Networks) Setup Wizard” in the Intuit Hosting Onboarding and Setup Guide.
- You can also view a walkthrough video of the Setup Wizard.
- See the section “How do I use Rightworks (formerly Right Networks) on multiple monitors?” of the article Rightworks (formerly Right Networks) Hosted frequently asked questions.
- You can also view a walkthrough video to enable multiple monitors.
- If you switch from a computer using multiple monitors in Hosted to another computer using only one monitor, you may run into a situation where a program opens but you cannot see it. Many programs remember where they were the last time you closed them. After opening the program, hold down both the Windows key (lower left of the keyboard between Ctrl and Alt) and the Shift key, then use the arrow keys ↑ ↓ → ← one at a time until you see the program pop into your current screen.
- View a walkthrough video to set up printing for Lacerte and ProSeries.
- TSPrint Printer: Prompts you to choose a printer.
- TSPrint Default: Uses your local computer’s default printer in Windows.
- TSPrint Printer (OSX): Use with Macs only, prompts you to choose a printer.
- TSPrint PDF: Lets you print to PDF and save to your local computer or to Rightworks (formerly Right Networks)
- This PDF printer cannot create the Lacerte Bookmarks. You can use Lacerte PDF Printer to keep the bookmarks.
- Rightworks (formerly Right Networks) also has a detailed tutorial on how to set up printing.
- In Lacerte User Options do not select the Lacerte Tax PDF 4.5, Lacerte Tax PDF 4.0 or DMS PDF Printer within the dropdown menu as your selected printer.
- Use the print dialog within the tax program to use these print options.
- Right-click on the desktop icon you use to access the hosted environment and choose Edit.
- Click on the Local Resources tab, and in the Local devices and resources section click More.
- Check the box next to Drives then click OK.
- Click on the General tab then in the Connection settings section click Save.
- Ping the site
- Logoff or minimize your Rightworks (formerly Right Networks) environment and click on the Windows icon in the lower-left of your local computer.
- Type cmd then click on the Command Prompt app.
- Type ping asp.rightnetworks.com -t
- Then hit Enter on your keyboard to have it run.
- Watch this run about 5 minutes. If you see a Request timed out message, you will need your ISP (internet service provider) or IT to fix this issue.
- If you see a big spike above 150 in the time=###ms column that can also cause slowness and you should contact your ISP or IT for assistance.
- X out of this window when no longer needed.
- Continuous Ping
- Logoff or minimize your Rightworks (formerly Right Networks) environment and click on the Windows icon in the lower-left of your local computer
- Type powershell then click on the Windows PowerShell app.
- Paste in the following command into the Windows PowerShell app. Ping.exe -t asp.rightnetworks.com | ForEach {"{0} - {1}" -f (Get-Date),$_} | Tee C:\temp\ping.txt
- Minimize the PowerShell window and open or resume your Hosted session.
- When you notice any performance issues, bring up the PowerShell window and look for either a big spike in time=###ms column or Request timed out.
- X out of this window once you have the log results.
- A log of the session was saved to C:\temp\ping.txt. Share this log with your technical support explaining that you are experiencing slowness when you either see a spike in the time column or you see Request timed out.
- Rightworks (formerly Right Networks) Hosted frequently asked questions contains the following topics and may be updated with additional FAQs:
- How do I use Rightworks (formerly Right Networks) on multiple monitors?
- How do I pin a shortcut to the Taskbar in Rightworks (formerly Right Networks)?
- This app has been blocked by your system administrator.
- How do I unpin an item from Quick Access in File Explorer?
- Common Keyboard Shortcuts:
- Why are my keyboard shortcuts not working?
- Why does File Manager on the Rightworks (formerly Right Networks) website say no root folders defined?
- "This user already exists" when attempting to add a user on My Account.
- "What are the Rightworks (formerly Right Networks) System Requirements?"
- Intuit Hosting Onboarding and Setup Guide contains useful sections for after your onboarding:
- Adding additional users
- Assigning your users to a tax package
- Running the Rightworks (formerly Right Networks) Setup Wizard
- Common questions for Hosted Billing
- Setting up Microsoft Office on your Right Networks Remote Desktop
- Setting up SmartVault on your Rightworks (formerly Right Networks) Remote Desktop
- Data Conversion in Rightworks (formerly Right Networks)
- How to download your data from Right Networks
- How to add next year's Lacerte to your Remote Desktop
Support
- To speak with a Lacerte Hosting expert call 800-933-9999 and say “Hosted”
- Lacerte support hours are generally weekdays, 8am-8pm CST, but vary throughout the year and are available in the article How to contact Lacerte for help
- To speak with a ProSeries Hosting expert call 800-434-6818 and say “Hosted”
- ProSeries support hours are generally weekdays, 8am-8pm CST, but vary throughout the year and are available in the article How to contact ProSeries for help
- For specific Rightworks (formerly Right Networks) questions regarding their business, or for QuickBooks hosting support, call 888-417-4448.
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. Purchase of Fast Path services for Intuit Lacerte is also required for concurrent user activity within Hosting for Intuit Lacerte. 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 Rightworks or another provider. Intuit supports third-party applications that integrate with Lacerte and ProSeries in the following such capacity, including but not limited to: application installation, application set-up, tax product integration, technical and/or login issues within Rightworks, etc. Intuit does not provide technical support for in-application issues.
Adobe: The following Adobe integrations are supported: Adobe Acrobat Pro for Teams (subscription required), Adobe Acrobat Pro for Individuals (subscription required), Adobe Acrobat Standard for Teams (subscription required), Adobe Acrobat Standard for Individuals (subscription required), and Adobe Acrobat Reader (no subscription required).
Hosting for supported versions of QuickBooks Desktop (Enterprise, Enterprise Accountant, Premier, Premier Accountant, Pro) is included in the Advanced and Premium offerings of Hosting for ProSeries Tax or Lacerte Tax. Intuit provides QuickBooks product support for three years from the time of purchase. Quickbooks Desktop integration with Lacerte or ProSeries in the hosted environment requires an existing license for QuickBooks Desktop Enterprise, Enterprise Accountant, Premier, Premier Accountant, or Pro. If you already have one of these licenses, you can bring it over on your own, or purchase a separate license through Intuit or another provider. Additional applications are also included in the Business, Advanced, and Premium offerings of Hosting for ProSeries Tax or Lacerte Tax. Applications not included in any of the Hosting offerings (Business, Advanced, or Premium) cannot be added to your hosted environment at this time. Additional terms, conditions, and limitations may apply. Pricing, features, service and support options are subject to change at any time without notice. Rightworks 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.
- Rightworks:
Hosting for Lacerte and ProSeries is powered by Rightworks. Contact Rightworks to contract additional third-party software.
Rightworks 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. Rightworks maintains robust security enhancements, including enhanced firewall protection, encryption protocols, and security audits. There is no limitation to the size of a customer's tax and business-related data back-up. Customers are responsible for verifying the integrity of hosted data at least every 90 days. Rightworks employs Snapshot technology to backup customer data. Snapshots are taken daily and then replicated to another physical Rightworks facility for Disaster Recovery. Rightworks maintains compliance with international security standards and regulations, including IRS Security Six compliance.
Rightworks 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. Rightworks 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 Rightworks 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 Rightworks. 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 a 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:
Based on blind survey of taxpayers who used a tax professional in the 12 months prior to July 2023.
- New Lacerte Tax customer only:
For new Intuit Lacerte Tax software customers only, 50% off the monthly plan price for 1, 2, or 3 new users of Hosting for the first 4 months of service starting from the date of purchase, followed by the then-current monthly fee for Hosting. Promotional pricing for hosting is based on 12 months of service using the number of authorized users on your account. Offer valid through December 31, 2024. 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. For more information, please visit https://proconnect.intuit.com/desktop-hosting/.
- New ProSeries Tax customer only:
For new Intuit ProSeries Tax software customers only, 50% off the monthly plan price for 1, 2, or 3 new users of Hosting for the first 4 months of service starting from the date of purchase, followed by the then-current monthly fee for Hosting. Promotional pricing for hosting is based on 12 months of service using the number of authorized users on your account. Offer valid through December 31, 2024. 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. For more information, please visit https://proconnect.intuit.com/desktop-hosting/.
- Hosting for ProSeries Tax or Lacerte Tax (1-3 users):
50% off the monthly plan price for 1, 2, or 3 new users of Hosting Business, Advanced, or Premium tiers 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 through 8/29/2024 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/.
- Hosting for ProSeries Tax or Lacerte Tax (4+ users):
20% off the monthly plan price for 4 or more new users of Hosting Business, Advanced, or Premium tiers 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 through 8/29/2024 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/.
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