- 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.
- Compare tax software options
- Workflow add-onsWorkflow add-ons
- Intuit Practice ManagementRun your firm remotely with a centralized, real-time view of your work, clients and staff.
- 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.
- See all workflow add-ons
- 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.
- Intuit LinkQuickly gather your clients' tax data with the secure online portal included for free with your tax software.
- 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
- Software trainingSoftware training
- Professional training
- News and insights
- Events and virtual conferences
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*Terms, conditions, pricing, subscriptions, packages, features, service and support options are subject to change at any time without notice.
30% 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 6 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 8/15/2021. 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.
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.
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.
Hosting services are offered for Intuit ProSeries Professional packages only and are not available for ProSeries Basic packages. If you purchase Hosting for Intuit ProSeries, a separate ProSeries Network License is required for accounts with more than 1 user.
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 Intuit Lacerte or ProSeries, for an additional fee.
The Signature pad functionality within DMS is not supported in the Lacerte and ProSeries hosted environment at this time.
- 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 the 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.
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.
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 1 month 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 1/3/22 through 1/21/22. 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.