Intuit HelpIntuitPackages and add-ons for Intuit Hosting
by Intuit• Updated 2 days ago
Before you start:
Apps listed are for access to the programs in the hosted environment only. Users will need a license for the product unless noted otherwise. Supported apps may change due to performance or security concerns. Pricing may change, but subscribers will be notified in advance if that happens.
* Indicates that the app would need to be installed from the Manual Install Apps tab. These may take up to 2 business days to be installed by the Rightworks Provisioning Team. Some of these applications require additional information. When needed, the Provisioning Team will reach out via email to collect the required information.
** Indicates that license information needs to be entered in the QuickBooks tab before this app will appear available to install.
Intuit Hosting packages (billed through Intuit):
Intuit offers Business, Advanced, and Premium tiers for the Intuit Hosting service. The same tier must be ordered for all hosting users (you won't be able to have some users on one tier and others on a different tier).
Business includes:
Intuit products:
| Hosting for Intuit Lacerte Tax Business | Hosting for Intuit ProSeries Professional Tax Business | |
|---|---|---|
| Lacerte Tax (10 most recent years) | x | |
| Lacerte Document Management System DMS (current year only) | x | |
| Lacerte's Tax Planner and Analyzer (10 most recent years) | x | |
| ProSeries Professional Tax (10 most recent years) (Basic is not available in hosted) | x | x |
| ProSeries Fixed Asset Manager (10 most recent years) | x | x |
| ProSeries Document Management System DMS (current year only) | x | |
| EasyACCT Professional (current year only) (Business System is not available in hosted) | x | x |
| EasyACCT Information Return System IRS (current year only) | x | x |
| QuickBooks Time Tracking (previously called TSheets) | x | x |
3rd Party Apps:
- Adobe Acrobat Reader (no license needed)
- Adobe Acrobat products that are subscription-based (must sign in to use):
- Adobe Acrobat Pro
- Adobe Acrobat Pro for teams
- Adobe Acrobat Standard
- Adobe Acrobat Standard for teams
- Adobe plug-in TicTie Calculate
- BigTime IQ
- CFS Tax Tools (3 yrs Local / Network)
- Citrix ShareFile (previously called Citrix Files for Windows)
- Google Chrome (no license needed)
- GruntWorx
- ImagineTime
- Microsoft Edge (no license needed)
- Office 365: Outlook, Word, Excel, Powerpoint (see this article for subscriptions that work in the hosted environment)
- OfficeTools WorkSpace *
- OpenAir
- PDF24 (no license needed)
- Revver (previously called eFile Cabinet & Rubex)
- SafeSend Signatures - Mail Merge *
- SmartVault
- SmartVault Outlook Plugin
- SurePrep
- Tax 1099
- TaxWork Flow
- TValue
- Yearli Export Wizard
Advanced includes:
Everything in the Business tier plus:
- Bill.com
- Canopy Desktop Assistant (coming soon)
- CFS Payroll (3 yrs Network version only)
- Citrix Sharefile
- Dext Prepare (with Receipt Bank)
- Expensify
- Fixed Assets CS
- QuickBooks Desktop (3 years) Enterprise, Enterprise Accountant, Premier, Premier Accountant, Pro
- QuickBooks Online Secure
- Qvinci
- ShareFile Outlook Plugin
- TaxDome
Premium includes:
Everything in the Business & Advanced tiers plus:
- PPC SMART Practice Aids (expected spring 2024)
- ProSystem fx (Pfx) (sometimes referred to as CCH ProSystem fx)
- Pfx Engagement Tax Grouping
- Pfx Practice Management *
- Pfx Engagement *
- Pfx Engagement Admin *
- Pfx Engagement Repair Utility *
- Thomson Reuters Suite
- Accounting CS *
- Practice CS *
- Workpapers CS *
Previously offered legacy packages Hosting for Intuit Lacerte Tax & Hosting for Intuit ProSeries Professional Tax that some accounts still have includes:
| Hosting for Intuit Lacerte Tax (Billed through Intuit) | Hosting for Intuit ProSeries Professional Tax (Billed through Intuit) | |
|---|---|---|
| Lacerte Tax (10 yrs as of TY22 release) | x | |
| Lacerte's Tax Planner and Analyzer (10 yrs as of TY22 release) | x | |
| Lacerte Document Management System DMS (Current year) | x | |
| ProSeries Professional Tax (10 yrs as of TY22 release) (Basic is not available in hosted) | x | x |
| ProSeries Fixed Asset Manager (10 yrs as of TY22 release) | x | x |
| ProSeries Document Management System DMS (Current year) | x | |
| EasyACCT Professional (Current year) (Business System is not available in hosted) | x | x |
| EasyACCT Information Return System IRS (Current year) | x | x |
| Adobe Acrobat Reader (no license needed) | x | x |
| Adobe Acrobat products that are subscription-based (must sign in to use): Adobe Acrobat Pro Adobe Acrobat Pro for teams Adobe Acrobat Standard Adobe Acrobat Standard for teams | x | x |
| BigTime IQ | x | x |
| CFS Tax Tools (3 yrs Local / Network) | x | x |
| Citrix ShareFile (Citrix Files for Windows) | x | x |
| Google Chrome (no license needed) | x | x |
| GruntWorx | x | x |
| ImagineTime | x | x |
| Microsoft Edge (no license needed) | x | x |
| Office 365: Outlook, Word, Excel, PowerPoint (see this article for subscriptions that work in the hosted environment) | x | x |
| OfficeTools WorkSpace * | x | x |
| OpenAir | x | x |
| PDF24 (no license needed) | x | x |
| QuickBooks Time Tracking (Previously known as TSheets) | x | x |
| Rubex (Previously known as eFile Cabinet) | x | x |
| SmartVault | x | x |
| SmartVault Outlook Plugin | x | x |
| SurePrep | x | x |
| Tax 1099 | x | x |
| TaxWork Flow | x | x |
| TValue 5 | x | x |
| Yearli Export Wizard | x | x |
Previously offered legacy add-on that some accounts still have includes:
The Intuit Accountants Application Cloud Add-on was designed to complement the Hosting for Intuit Lacerte Tax and Hosting for Intuit ProSeries Professional Tax packages that were offered by Intuit. Accounts that have this add-on can keep it, but it is no longer offered.
| Intuit Accountants Application Cloud Add-on (Billed through Rightworks $57.00 per user per month) | |
|---|---|
| Acctivate * | x |
| Atandra T-Hub * | x |
| Avalara | x |
| B2BGateway | x |
| Bill & Pay | x |
| Bill.com | x |
| BRC (Big Red Consulting) * | x |
| Certify | x |
| CFS Tax Tools | x |
| ChronoTek | x |
| Commerce Sync * | x |
| Dash * | x |
| Dext Prepare (with Receipt Bank) | x |
| eBillity Time Tracker | x |
| eFaact | x |
| ExakTime * | x |
| Expensify | x |
| Fathom | x |
| Field Service Manager | x |
| FinaGraph * | x |
| FinJinni * | x |
| Fundbox | x |
| GetLinked | x |
| Grant Vantage | x |
| ICAT | x |
| LMNSync | x |
| Logicity | x |
| Medasyst * | x |
| Method | x |
| MineralTree * | x |
| MISys * | x |
| Neat | x |
| PrintBoss * | x |
| PUPS * | x |
| Payment Terminal (Verosa) | x |
| QODBC (Open Accounting Solutions) | x |
| QuickBooks ** (3 yrs) Enterprise, Enterprise Accountant, Premier, Premier Accountant, Pro | x |
| Qvinci | x |
| RAS Client (Remote Account Solutions) | x |
| RAS Firm | x |
| Results CRM * | x |
| Service Fusion | x |
| ServiceTitan | x |
| Spectrum Teletrak * | x |
| SpringConnect | x |
| SPS Fulfillment QuickBooks Automation | x |
| Stampli Bridge | x |
| Tallie | x |
| Treasury Software * | x |
| TrueCommerce | x |
| Webgility * | x |
The following applications are available upon request to those that have the Intuit Accountants Application Cloud Add-on:
- (3 yrs Network version only)
- TaxDome
Other applications:
Some apps are available that are not part of one of the Intuit packages (or the Intuit Accountants Application Cloud Add-on). Rightworks can check if an app that is not listed is available.
You may reach Rightworks Accounting Firm Solutions at 1-888-417-4448 x1 + Option x3. They're open Monday-Friday 9-5 ET.
They may advise that an app has not been asked for before, new apps can be requested through the Rightworks New Application Request Form.
Commonly requested apps that are not available:
Some apps are not available in the hosted environment. The following are ones that are frequently asked about:
- Adobe Acrobat for Enterprise and all versions of Adobe where a license is entered to use are not supported.
- Cloud storage applications including Dropbox, Mega, and Google Drive won't work in the environment; however, the website versions can be used.
- Faxing applications: At this time no faxing apps are supported. Web-based faxing services such as fax.com or efax.com can be used.
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