Have more questions about Hosting?

We encourage customers who use Hosting to remove the program from their desktop to reduce issues with data syncing. If you don't wish to remove the program entirely, we suggest removing the shortcuts so they aren't inadvertently accessed.

No, we encourage you to exclusively use your hosted environment to prevent syncing issues. You can refresh or upload data to and from the hosted environment if you need to, but it’s a manual process.

For Lacerte, your software will automatically update so you’re always up to date with the latest release as soon as it’s available. ProSeries has automatic nightly searches for updates, so any available updates are ready for download the next day you sign in.

We are able to host the last 10 years of tax software in our hosting environment (from the latest tax year).

Hosting for Lacerte and ProSeries is provided by Intuit, leveraging an exclusive partnership with Rightworks, who's screened to help ensure your data is safe and the services you receive are of high quality. Your data is secure with industry-standard SSL-based encryption protocols at all connections, enterprise-level firewall, and antivirus protection. Additionally, anti-virus technology and multi-layer access help protect your files and transmissions. Hosting can also help you avoid the risks that come with physical data storage—whether it's a hardware crash, natural disaster, or break-in.* Please visit the Intuit Privacy and Security site for more information about how we're committed to keeping your data safe.

The Hosting program will automatically back up nightly and will maintain a rolling backup for 90 days.

Yes, this is an IRS Security Summit requirement.

• As with any internet-based service, you'll need a good-quality, fast internet connection. Hosting is subject to the availability of a reliable internet connection. See a detailed list of system requirements.
• Other environmental factors may affect your ongoing internet connection and could impact your Hosting experience. These factors could include the number of devices simultaneously streaming, the quality and speed of your WiFi network and router, and the latency levels of your connection.

• No, you don't need your own local network. The internet is the only network you'll need.
• For ProSeries, you do still need a network license to have multiple users access your software in the hosted environment.
• For Lacerte, Fast Path licenses are needed for concurrent user access based on how many users are planning on accessing Hosting. Hosting is still available without corresponding Fast Path licenses, but it'll only allow one user access per session.

For our setup and onboarding guide, see this article on our Community site. For more information about document management solutions offered by Intuit, please visit our site. 

Microsoft Excel and Microsoft Outlook integration with Lacerte or ProSeries in the Hosting environment requires a Microsoft 365 license that supports Office applications. If you already have a compatible Office 365 license, such as Office 365 Apps for Enterprise, Microsoft 365 Business Premium, Office 365 for Enterprise-E3, or Office 365 for Enterprise-E5, you can bring it over on your own, or purchase a separate license through Rightworks or another provider.

See the article Setting up Microsoft Office on your Rightworks Remote Desktop. This article provides other helpful information including what versions of Microsoft Office will work in a hosted environment. You can also refer to this article for more information about what features come with different Microsoft Office 365 plans.

Choose from our Hosting plans, then integrate your licensed tax applications into a secure cloud environment. Simply bring your existing license for the applications you’d like to add, and we’ll take care of the rest so you can access everything from one convenient place.

Watch this walkthrough video to see how to install other supported applications for your Hosting users.

QuickBooks Desktop can also be added to your Hosting environment with additional setup and subscription. See pricing information and schedule a consultation.

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).

To use any applications that require licenses, you’ll need to either transfer your current license or buy them separately.

• Remember to log off at the end of your day using the red Logoff button
• This can help prevent issues. In fact, sometimes printing issues and program errors can be resolved when you log off and then log right back in.
• How can I log off if I can't get to the Logoff button on my desktop?
• Right-click on the Start icon. Select Shut down or Sign out, then choose Sign Out.

Highlight what you would like to copy/paste/delete. Use Ctrl+C to copy, Ctrl+V to paste, and Delete to delete. See the article Rightworks Hosted frequently asked questions for more about keyboard shortcuts.

See the article Common questions for Hosted Billing for who to contact to increase your total hosted users available. To add new users to the hosted environment, see the following sections in this article, Intuit Hosting Onboarding and Setup Guide:

• Adding additional users
• Assigning your users to a tax package
• Running the Rightworks Setup Wizard

• See the section “Running the Rightworks Setup Wizard” in the Intuit Hosting Onboarding and Setup Guide.
• You can also view a walkthrough video of the Setup Wizard.

• See the section “How do I use Rightworks on multiple monitors?” of the article Rightworks Hosted frequently asked questions.
• You can also view a walkthrough video to enable multiple monitors.
• If you switch from a computer using multiple monitors in Hosted to another computer using only one monitor, you may run into a situation where a program opens but you cannot see it. Many programs remember where they were the last time you closed them. After opening the program, hold down both the Windows key (lower left of the keyboard between Ctrl and Alt) and the Shift key, then use the arrow keys ↑ ↓ → ← one at a time until you see the program pop into your current screen.

• View a walkthrough video to set up printing for Lacerte and ProSeries.
• TSPrint Printer: Prompts you to choose a printer.
• TSPrint Default: Uses your local computer’s default printer in Windows.
• TSPrint Printer (OSX): Use with Macs only, prompts you to choose a printer.
• TSPrint PDF: Lets you print to PDF and save to your local computer or to Rightworks.
• This PDF printer cannot create the Lacerte Bookmarks. You can use Lacerte PDF Printer to keep the bookmarks.
• Rightworks also has a detailed tutorial on how to set up printing.
• In Lacerte User Options do not select the Lacerte Tax PDF 4.5, Lacerte Tax PDF 4.0, or DMS PDF Printer within the dropdown menu as your selected printer.
• Use the print dialog within the tax program to use these print options.

• Right-click on the desktop icon you use to access the hosted environment and choose Edit.
• Click on the Local Resources tab, and in the Local devices and resources section click More.
• Check the box next to Drives then click OK.
• Click on the General tab then in the Connection settings section click Save.

• Ping the site
• Log off or minimize your Rightworks environment and click on the Windows icon in the lower-left of your local computer.
• Type cmd then click on the Command Prompt app.
• Type ping asp.rightnetworks.com -t
• Then hit Enter on your keyboard to have it run.
• Watch this run about 5 minutes. If you see a Request timed out message, you will need your ISP (internet service provider) or IT to fix this issue.
• If you see a big spike above 150 in the time=###ms column, that can also cause slowness and you should contact your ISP or IT for assistance.
• X out of this window when no longer needed.
• Continuous Ping
• Log off or minimize your Rightworks environment and click on the Windows icon in the lower-left of your local computer.
• Type powershell then click on the Windows PowerShell app.
• Paste in the following command into the Windows PowerShell app: Ping.exe -t asp.rightnetworks.com | ForEach {"{0} - {1}" -f (Get-Date),$_} | Tee C:\temp\ping.txt
• Minimize the PowerShell window and open or resume your Hosted session.
• When you notice any performance issues, bring up the PowerShell window and look for either a big spike in time=###ms column or Request timed out.
• X out of this window once you have the log results.
• A log of the session was saved to C:\temp\ping.txt. Share this log with your technical support explaining that you are experiencing slowness when you either see a spike in the time column or you see Request timed out.

• Rightworks Hosted frequently asked questions contains the following topics and may be updated with additional FAQs:
• How do I use Rightworks on multiple monitors?
• How do I pin a shortcut to the Taskbar in Rightworks?
• This app has been blocked by your system administrator.
• How do I unpin an item from Quick Access in File Explorer?
• Common Keyboard Shortcuts
• Why are my keyboard shortcuts not working?
• Why does File Manager on the Rightworks website say no root folders defined?
• "This user already exists" when attempting to add a user on My Account.
• "What are the Rightworks System Requirements?"
• Intuit Hosting Onboarding and Setup Guide contains useful sections for after your onboarding:
• Adding additional users
• Assigning your users to a tax package
• Running the Rightworks Setup Wizard
• Common questions for Hosted Billing
• Setting up Microsoft Office on your Rightworks Remote Desktop
• Setting up SmartVault on your Rightworks Remote Desktop
• Data Conversion in Rightworks
• How to download your data from Rightworks
• How to add next year's Lacerte to your Remote Desktop

• To speak with a Lacerte Hosting expert call 800-933-9999 and say “Hosted.”
• Lacerte support hours are generally weekdays, 8 AM-8PM CT, but vary throughout the year and are available in the article How to contact Lacerte for help.
• To speak with a ProSeries Hosting expert call 800-434-6818 and say “Hosted.”
• ProSeries support hours are generally weekdays, 8AM-8PM CT, but vary throughout the year and are available in the article How to contact ProSeries for help.
• For specific Rightworks questions regarding their business, or for QuickBooks hosting support, call 888-417-4448.