Information about Rightworks and Lacerte user count for Intuit Hosting

Many firms will have more Lacerte Fast Path users than Hosting for Intuit Lacerte Tax users at some time during the year.

If you have enough Hosting for Intuit Lacerte Tax users for everyone that is going to be using Lacerte at the same time, then everything will work fine.

If you have more people planning to use Lacerte at the same time than you have Hosting for Intuit Lacerte Tax users, be aware of the following implications:

• Switching Intuit Lacerte Tax packages between users isn't practical because removing a package from a user automatically uninstalls all of their apps. When the Account Owner or Account Admin assigns the package back to them, their apps will need reinstalling.
• Users not using hosting can work in Lacerte using a local installation. However, when Lacerte users prepare a return locally, it won't automatically sync up to the hosted environment. It'll require uploading the file and restoring it into Lacerte in the hosted environment for hosting users to see.
• Adding Hosting for Intuit Lacerte Tax users so that every person using Lacerte can also use the hosted environment would be ideal. See this article for further information on changing the number of Hosting for Intuit Lacerte Tax users.

A firm may intentionally have more Hosting for Intuit Lacerte Tax users than Lacerte Fast Path users when employees work different days. Keep in mind, when more users are trying to sign in to the same year of Lacerte than your number of Lacerte Fast Path users, the program gives a message that there are "Too Many Users".

• The Lacerte Fast Path is a one-time yearly charge. We suggest you order the highest number of Lacerte Fast Path users you plan to need for the season. You can call to increase your Lacerte Fast Path users when needed.

For more information on how to contact Lacerte, as well as our operating hours, see here.

• With Hosting for Intuit Lacerte Tax users, we suggest ordering the number of hosting users you need for the month. Firms often change staffing throughout the year, so this subscription service is flexible. See this article for further information on changing the number of Hosting for Intuit Lacerte Tax users.