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Terms, conditions, pricing, subscriptions, packages, 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.

• ** https://www.rightnetworks.com/about/why-right-networks/

Hosting for Lacerte Tax or ProSeries Tax: 20% off discount applies to the monthly base price of cloud hosting Business, Advanced, or Premium plans (“Hosting”) for Intuit Lacerte or ProSeries tax software for the first 9 months of service. Solo plan not eligible for discount. After the discount period, you will automatically be charged monthly at the then-current price until you cancel. During the discount period, you cannot add or remove users to the Hosting service; otherwise, the discount will be voided. Offer valid through 12/31/2026 at 5 PM CT. Offer does not apply to add-on fees or services, is not available with free trials of Lacerte, and cannot be combined with other offers for the same product or service. Limited to one per customer.