Make your tax workflow easier and more efficient with an ecosystem of tax products that simplify document collection and storage, digital signatures, payments, and more.
- ProductsProducts
- Professional tax softwareProfessional tax software
- Intuit Lacerte TaxTap into highly powerful tools designed for complex returns and multiple preparers.
- Intuit ProConnect TaxGain added flexibility delivered fully on the cloud with nothing to download.
- Intuit ProSeries TaxGet simple forms-based screens and one-click access to calculation details.
- See all tax software
- Workflow add-onsWorkflow add-ons
- Intuit Tax AdvisorCreate automatic tax plans for clients using tax return data mined from your ProConnect Tax or Lacerte software.
- Hosting for Lacerte and ProSeriesPut your Lacerte or ProSeries software on the cloud for built-in security, automatic backups and less IT stress.
- eSignatureGet any document signed securely from any online device, all done with quick clicks inside your tax software.
- Protection PlusProtect your clients from audits, tax notices and identity theft with $1 Million Tax Audit Defense™.
- Pay-by-RefundGive your clients the option of no upfront, out-of-pocket costs and give yourself an easy way to get paid with refund transfers.
- Intuit Select Pro StaffingBuild capacity, grow your business and increase productivity when you work with tax experts vetted by Intuit.
- See all workflow add-ons
- Accounting solutionsAccounting solutions
- QuickBooks Online AccountantAccess all your QuickBooks clients, resources, and tools under one login from anywhere.
- QuickBooks Accountant DesktopGet all the power of QuickBooks in a one-time purchase accounting software installed on your office computer
- EasyACCTGain a proven solution for write-up, A/P, A/R, payroll, bank reconciliation, asset depreciation, and financial reporting.
- Training & EducationTraining & Education
- SupportSupport
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- For Sales: 844-877-9422
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ProSeries integrated solutions
Or call us at 833-237-1699 to talk with a ProSeries specialist.
Easily request client information and send client data through a secure online portal. This feature is included with ProSeries.
Quickly and reliably import data into your return with just a few clicks.
(ProSeries Professional only)
Proseries reduces time-consuming prep work and data entry by transferring data from QuickBooks Desktop, with account data routed to appropriate fields in the return.
Choose between SmartVault® or Document Management System (DMS) to easily scan and store source documents and client returns. Plus, share almost any type of client information.
Get the information you'll need to prepare virtually any client return quickly with data transfer capabilities and reduce risk of errors.
Automated backups and updates give your team the freedom to work together securely from anywhere, at any time, on any device. Plus, attract top talent from anywhere in the world with remote work access.
Quickly generate and e-file 1099 and W-2 forms. New for tax year 2023: Seamless search, sort, and filtering across payees, businesses, and forms. Plus, bulk e-file support within a business and across multiple businesses.
Depreciation software that helps you easily track assets and calculate your clients’ depreciation automatically.
The digital signing solution where you can manage signatures right within your tax software, and clients can sign whenever and wherever they want.
Give your clients a convenient refund transfer payment option, with no upfront, out-of-pocket costs. (Per-year fee for clients is drawn from their refund.)
Give your clients the option to pay your tax prep fees from their refund.
Peace-of-mind notice and audit assistance from a team of expert EA and CPA case resolution specialists, and identity theft restoration services.
Streamline your proposals and automate the sales process from first contact to money in the bank.
Instill confidence in your firm's professional capabilities with premium tax return folders and envelopes, designed to match slip sheets printed from ProSeries.
Easily request client information and send client data through a secure online portal. This feature is included with ProSeries.
Quickly and reliably import data into your return with just a few clicks.
(ProSeries Professional only)
Proseries reduces time-consuming prep work and data entry by transferring data from QuickBooks Desktop, with account data routed to appropriate fields in the return.
Choose between SmartVault® or Document Management System (DMS) to easily scan and store source documents and client returns. Plus, share almost any type of client information.
Get the information you'll need to prepare virtually any client return quickly with data transfer capabilities and reduce risk of errors.
Automated backups and updates give your team the freedom to work together securely from anywhere, at any time, on any device. Plus, attract top talent from anywhere in the world with remote work access.
Quickly generate and e-file 1099 and W-2 forms. New for tax year 2023: Seamless search, sort, and filtering across payees, businesses, and forms. Plus, bulk e-file support within a business and across multiple businesses.
Depreciation software that helps you easily track assets and calculate your clients’ depreciation automatically.
The digital signing solution where you can manage signatures right within your tax software, and clients can sign whenever and wherever they want.
Give your clients a convenient refund transfer payment option, with no upfront, out-of-pocket costs. (Per-year fee for clients is drawn from their refund.)
Give your clients the option to pay your tax prep fees from their refund.
Peace-of-mind notice and audit assistance from a team of expert EA and CPA case resolution specialists, and identity theft restoration services.
Streamline your proposals and automate the sales process from first contact to money in the bank.
Instill confidence in your firm's professional capabilities with premium tax return folders and envelopes, designed to match slip sheets printed from ProSeries.
See what your peers have to say about ProSeries
ProSeries makes me more competitive and efficient because it's like having an additional accountant in my office to help me do returns smarter and faster. A return can go from taking 4 hours down to 1 hour.”
Saeed Daemi, CPA
Read more stellar customer reviewsDid you know?
Ready to start saving more time on every return?
Or call us at 833-237-1699 to talk with a ProSeries specialist.
1. Pay-by-Refund or refund transfer program participation available to eligible ProSeries and Lacerte customers for a limited time only. Program participants will be designated to an incentive category, as determined by Intuit. Santa Barbara Tax Products Group, Refund Advantage, and River City Bank are participating banks. To be eligible, participants must adopt industry refund transfer best practice principles by charging customary and reasonable processing fees, and federal returns must be transmitted to the IRS using a single account and EFIN. Federal returns that are rejected by the IRS, are deemed fraudulent or are a result of identity theft are not eligible for credit under the program. Aggregate credits payment will be delivered from participating banks by May 31 of the current year. A one-time bank setup fee applies to each federal Pay-by-Refund transaction. Additional fees apply to state Pay-by-Refund filings. Offer may be terminated or modified at Intuit’s discretion, and program and software terms and conditions, including available features, credits, pricing and support, are subject to change without notice. You must meet certain minimum funded Pay-by-Refund transaction thresholds in order to be eligible to qualify for free or discounted software. To be eligible to receive any incentive compensation under this Program, the IRS requires Intuit to prepare a 1099. You will need to provide Intuit certain information, including: a) Tax Identification Number or Social Security Number, and b). Firm name, primary contact, address, phone number, and email address. Failure to provide any of this information may result in your incentive payment being withheld, delayed or cancelled. For complete Pay-by-Refund program details, including eligibility and participation requirements, restrictions and currently available credits, see https://proconnect.intuit.com/pay-by-refund or call 800-926-3796.
*Terms, conditions, pricing, subscriptions, packages, features, service and support options are subject to change at any time without notice.
INTUIT PRACTICE MANAGEMENT
Access to Intuit Practice Management powered by Karbon (Service) is only available in the United States. Licenses can be subscribed at Team, Business, and Enterprise levels depending upon the number of members at your firm/business or desired functionality.
The Service requires an upfront monthly subscription on a per-user license basis. Each license will be assigned to a user’s unique email address. Your account will be automatically charged on a monthly basis, until you cancel. Following the expiration of a special offer, discount, or promotion, your account will be charged at the then-current fee for the Service. Sales tax may be applied where applicable. During your subscription, you can choose to upgrade from one tier to another (e.g., Team to Business); however, you cannot move down a tier (e.g. Enterprise to Business) or mix or combine tiers with your Service. Additional terms, conditions, and fees apply for all Intuit QuickBooks and tax preparation software and services, including but not limited to Intuit Lacerte, Intuit ProSeries, and Intuit ProConnect Tax.
Intuit will authorize your card to ensure prompt order processing, resulting in a temporary hold on your Service account. If payment fails during your subscription period, we will attempt to contact you and retry your payment. If the payment retry is not successful, your subscription will terminate on the 15th day. Upon termination after payment failure, you will not have access to the Service.
When you cancel, all future monthly subscription charges will be discontinued. You may cancel at any time. Your cancellation will become effective at the end of the current billing date. You will not receive a prorated refund; your access to the Service will continue for the remainder of the current billing date. If you need to modify the number of user licenses, update account information, ask general billing questions, or cancel your subscription, you can do so by calling 844-818-5401 during service hours.
Data stored in Intuit Practice Management will be held for 14 days following the notice of cancellation of service. If you would like to extract your data, please contact our customer success team within 48 hours after cancelling to start the process. Your data will not be retrievable after 14 days.
Service connection requires a persistent Internet connection (high-speed recommended) and computer with a supported Internet browser or mobile device with connection via Wi-Fi or FTE and a supported operating system (see system requirements). Network fees may apply.
HOSTING FOR INTUIT PROSERIES
Hosting for Intuit ProSeries is a monthly subscription. Additional fees apply for the annual ProSeries tax software products and add-on services. If you purchase Hosting for Intuit ProSeries user licenses, you may not purchase more than the number of ProSeries Fast Path licenses on your account. 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 ProSeries Customer Service at 1-800-933-9999 during service hours, prior to your monthly renewal date. When you cancel your subscription, your access to the Hosting service will continue through the current billing cycle, and will terminate on the next billing date. Upon termination, you will have access for 15 days to retrieve your data from the hosted environment. If payment fails during your subscription period, we will attempt to contact you and retry your payment. If the payment retry is not successful, your subscription will terminate on the 15th day. Upon termination after payment failure, you will have access for an additional 15 days to retrieve your data from the hosted environment. If you need to add a seat or change account information, you can do so at any time by calling ProSeries Customer Service at 1-800-933-9999, during service hours.
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.
Internet connectivity required: Hosting is subject to availability of a reliable Internet connection. See detailed list of systems requirements here.
Minimum technical requirements and system requirements can be found here.
Accounting solutions
Call Sales: 844-877-9422
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