Built-in advisory.
Next-level integrations.
Fully-stacked software.

*Based on publicly available data on tax advisory features from leading professional tax software competitors as of March 1, 2025.

A paid User Access license for each user of ProConnect Tax, or a Fast Path license for each Lacerte user, is required to create and prepare Intuit Tax Advisor plans. Intuit Tax Advisor is for informational purposes only and should not be construed or relied upon to be legal or tax advice. Any advisory impact is speculative and not guaranteed. Graphics/images are for illustration only. Additional terms and conditions may apply.

QuickBooks Online Accountant is available separately. Additional terms and conditions apply.

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 backups 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 backup. Customers are responsible for verifying the integrity of ‌hosted data at least every 90 days. Rightworks employs Snapshot technology to back up 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. Click here for a list of compatible devices.

Based on scores calculated from G2 reviews collected as of Jan. 28, 2025. See www.g2.com/categories/professional-tax.

Based on percent of tax preparers who are aware of and considering cloud-based tax software from Radius Research US Market Brand Tracking Study in April 2024.