Future-proof your reputation for excellence with smart solutions that supercharge your productivity by enabling you to see everything going on in your firm at once, working anytime from any device and simplifying client work wherever they are.
Collaborate with staff and clients
Intuit Practice Management powered by Karbon
Gain more visibility and control over everything your firm is working on, while reducing time spent on recurring tasks, so you can be more hands-on with every client. Let Intuit Practice Management automate and standardize your firm’s operations, and keep your data updated and in sync across all of your Intuit accounting and tax software.
Hosting for Lacerte
Connect the desktop tax software you know and love to the cloud with enterprise-level security, minimal IT work, and the expert support from Intuit and Right Networks. Get anytime, anywhere multiuser access on any device, so your staff can work from the same data without interruption.
eSignature Plus Payments
Get documents reviewed and signed securely in a matter of hours, not days, from any device with eSignature. Your eSignature powered by DocuSign is IRS-compliant and you’ll save on paper, ink, and postage costs by collecting signatures and payments electronically.
Give your clients an easier way to pay for tax preparation fees that’s also easier for you to collect. Take advantage of Intuit’s refund transfer program, now with identity-theft protection included. Simply sign up through your preferred professional tax software and invite your clients. It’s that easy.
Collect and share data fast
Inform better decision-making
1. Pay-by-Refund or refund transfer program participation available to eligible ProSeries and Lacerte customers for a limited time only. Program participants will be designated to an incentive category, as determined by Intuit. Santa Barbara Tax Products Group, Refund Advantage, and River City Bank are participating banks. To be eligible, participants must adopt industry refund transfer best practice principles by charging customary and reasonable processing fees, and federal returns must be transmitted to the IRS using a single account and EFIN. Federal returns that are rejected by the IRS, are deemed fraudulent or are a result of identity theft are not eligible for credit under the program. Aggregate credits payment will be delivered from participating banks by May 31 of the current year. A one-time bank setup fee applies to each federal Pay-by-Refund transaction. Additional fees apply to state Pay-by-Refund filings. Offer may be terminated or modified at Intuit’s discretion, and program and software terms and conditions, including available features, credits, pricing and support, are subject to change without notice. You must meet certain minimum funded Pay-by-Refund transaction thresholds in order to be eligible to qualify for free or discounted software. To be eligible to receive any incentive compensation under this Program, the IRS requires Intuit to prepare a 1099. You will need to provide Intuit certain information, including: a) Tax Identification Number or Social Security Number, and b). Firm name, primary contact, address, phone number, and email address. Failure to provide any of this information may result in your incentive payment being withheld, delayed or cancelled. For complete Pay-by-Refund program details, including eligibility and participation requirements, restrictions and currently available credits, see https://proconnect.intuit.com/pay-by-refund or call 800-926-3796.
*Terms, conditions, pricing, subscriptions, packages, features, service and support options are subject to change at any time without notice.
INTUIT PRACTICE MANAGEMENT
Access to Intuit Practice Management powered by Karbon (Service) is only available in the United States. Licenses can be subscribed at Team, Business, and Enterprise levels depending upon the number of members at your firm/business or desired functionality.
The Service requires an upfront monthly subscription on a per-user license basis. Each license will be assigned to a user’s unique email address. Your account will be automatically charged on a monthly basis, until you cancel. Following the expiration of a special offer, discount, or promotion, your account will be charged at the then-current fee for the Service. Sales tax may be applied where applicable. During your subscription, you can choose to upgrade from one tier to another (e.g., Team to Business); however, you cannot move down a tier (e.g. Enterprise to Business) or mix or combine tiers with your Service. Additional terms, conditions, and fees apply for all Intuit QuickBooks and tax preparation software and services, including but not limited to Intuit Lacerte, Intuit ProSeries, and Intuit ProConnect Tax.
Intuit will authorize your card to ensure prompt order processing, resulting in a temporary hold on your Service account. 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 not have access to the Service.
When you cancel, all future monthly subscription charges will be discontinued. You may cancel at any time. Your cancellation will become effective at the end of the current billing date. You will not receive a prorated refund; your access to the Service will continue for the remainder of the current billing date. If you need to modify the number of user licenses, update account information, ask general billing questions, or cancel your subscription, you can do so by calling 844-818-5401 during service hours.
Data stored in Intuit Practice Management will be held for 14 days following the notice of cancellation of service. If you would like to extract your data, please contact our customer success team within 48 hours after cancelling to start the process. Your data will not be retrievable after 14 days.
Service connection requires a persistent Internet connection (high-speed recommended) and computer with a supported Internet browser or mobile device with connection via Wi-Fi or FTE and a supported operating system (see system requirements). Network fees may apply.
HOSTING FOR INTUIT LACERTE
Hosting for Intuit Lacerte is a monthly subscription. Additional fees apply for the annual Lacerte tax software products and add-on services. 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. 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 Lacerte Customer Service at 1-800-933-9999 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 Lacerte Customer Service at 1-800-933-9999, during service hours.
Microsoft Excel and Microsoft Outlook integration with Lacerte in the hosted environment requires an Office 365 license. If you already have an Office 365 license, you can bring over on your own, or purchase a separate license through Right Networks or another provider. Right Networks may also offer additional third party services, not core to Intuit Lacerte, for an additional fee. EasyAcct and signature pads are not supported in the Lacerte hosted environment at this time.
Hosting for Intuit Lacerte 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 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 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.