Trial information: The Lacerte evaluation includes Lacerte tax software for tax year 2022. The evaluation software will not e-file or print. Otherwise, it is fully functional. One copy per practice. New customers only.
20% off eSignature Plus Payments information: Offer of a 20% discount on 150+ eSignatures for tax year 2023. Product must be purchased by 5 PM CT on Thursday, Nov 30, 2023. Offer valid only for new to eSignature (offer not available for current eSignature customers). The purchase of 2023 eSignatures is applicable for usage in tax year 2023 Lacerte/ProSeries/ProConnect Tax product only, valid through December 31, 2024. Validity does not apply to usage in other product years. Terms, conditions, pricing, features, service and support options are subject to change without notice. For more information, please visit https://proconnect.intuit.com/esignature/. Offer of a 20% discount on Unlimited eSignature for tax year 2023. Product must be purchased by 5 PM CT on Friday, April 1, 2024. Offer valid only for new to eSignature (offer not available for current eSignature customers). The purchase of 2023 eSignatures is applicable for usage in tax year 2023
Lacerte/ProSeries/ProConnect Tax product only, valid through December 31, 2024. Validity does not apply to usage in other product years. Terms, conditions, pricing, features, service and support options are subject to change without notice. For more information, please visit https://proconnect.intuit.com/esignature/.
Integration information: Subscription for package or per-user basis required for add-on services. Account may be automatically charged until you cancel. Sales tax may be applied where applicable. Additional terms, conditions, and limitations apply, and persistent internet connection, supported browser, or mobile device and supported operating system required.
Workflow solutions information: Subscription for package or per-user basis required for add-on services. Account may be automatically charged until you cancel. Sales tax may be applied where applicable. Additional terms, conditions, and limitations apply, and persistent internet connection, supported browser, or mobile device and supported operating system required. See all Workflow solutions at https://proconnect.intuit.com/workflow-tools/.
Hosting for Lacerte: Hosting for Intuit Lacerte is a monthly add-on subscription service. Purchase of Fast Path services for Intuit Lacerte is also required for concurrent user activity within Hosting for Intuit Lacerte. Additional terms, conditions, and limitations apply. Pricing, features, service and support options are subject to change at any time without notice. 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 customer service. Hosting for Lacerte and ProSeries is powered by Rightworks (formerly Right Networks). Contact Rightworks (formerly Right Networks) to contract additional third-party software. Persistent internet connection, supported browser, or mobile device and supported operating system are required. More about minimum technical requirements and system requirements can be found at
https://helpdesk.rightnetworks.com/en-us/s/article/System-Requirements. For more information about Hosting for Desktop, please visit https://proconnect.intuit.com/desktop-hosting/.
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. See full list of applications per offering. 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 (formerly Right Networks):
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. There is no limitation to the size of a customer's 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 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.
Intuit Tax Advisor: Additional terms, conditions, fees, and eligibility criteria apply. Graphics/images are for illustration only. You will need to log into the product to see actual numbers, and any impact is speculative and not guaranteed. Product offers, features, and functionality are subject to change without notice.
eSignature Plus Payments: eSignature is to be used at the preparer’s discretion. It is your responsibility to keep updated and compliant on which forms can be used/recognized in connection with federal and state e-file tax returns.
Protection Plus: Protection Plus is subject to the Protection Plus Firm-Level Membership Agreement and limitations. Protection Plus is a registered trademark of Tax Protection Plus, LLC.
CPE/CE credit information: CPE/CE credits available only for live webinars.
Taxpayer claims information: Legal disclosure: Based on blind survey of taxpayers who used a tax professional in the 12 months prior to June 2022.
Forms help information: Federal 1040 only. Additional modules, forms and calculations may be added in the future.
Claims
4.75 out of 5 star rating information: This recognition was given to Intuit Lacerte Tax for tax year 2019 in a June 2020 review from CPA Practice Advisor: https://www.cpapracticeadvisor.com/reviews/review/21140109/2020-review-of-intuit-lacerte
#1 tax document automation information: This award in the Tax Document Automation category was presented to Intuit Tax Import for Lacerte and ProSeries for tax year 2020 in the CPA Practice Advisor Readers’ Choice Awards 2021: https://www.cpapracticeadvisor.com/accounting-audit/article/21215751/2021-readers-choice-awards-the-tech-getting-us-through-the-pandemic
New Customer Only: 50% off Hosting for 4 months with Lacerte: 50% off the monthly plan price for 1, 2, or 3 new users of Hosting for Intuit Lacerte Tax software only for the first 4 months of service starting from the date of purchase, followed by the then-current monthly fee for Hosting. Promotional pricing for hosting is based on 12 months of service using the number of authorized users on your account. Offer valid through December 31, 2023. Your account will automatically be charged monthly until you cancel. This discount cannot be combined with any other Intuit offer. Limited to one per customer. Sales tax may be applied where applicable. During the discount period, you cannot add or remove users to the Hosting service; otherwise, the discount will be voided. For more information, please visit
https://proconnect.intuit.com/desktop-hosting/.
Terms, conditions, pricing, subscriptions, packages, features, service, and support options are subject to change at any time without notice. For more details, visit https://proconnect.intuit.com/lacerte/.
