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Packages and add-ons for Intuit Hosting

SOLVEDby Intuit2Updated November 17, 2023

Before you start:

Apps listed are for access to the programs 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 Licenses 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 BusinessHosting 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)
xx
ProSeries Fixed Asset Manager
(10 most recent years)
xx
ProSeries Document Management System DMS
(current year only)
x
EasyACCT Professional
(current year only)
(Business System is not available in hosted)
xx
EasyACCT Information Return System IRS
(current year only)
xx
QuickBooks Time Tracking
(previously called TSheets)
xx

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
  • 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
  • CFS Payroll (3 yrs Network)
  • Checkpoint Tools PPC (expected spring 2024)
  • Citrix Files for Outlook (plugin)
  • Dext Prepare (with Receipt Bank)
  • Expensify
  • Fixed Assets CS
  • QuickBooks Desktop (3 years) Enterprise, Enterprise Accountant, Premier, Premier Accountant, Pro
  • QuickBooks Online Secure
  • Sage 50 *
  • ShareFile Portal
  • Tax Dome

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 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)xx
ProSeries Fixed Asset Manager (10 yrs as of TY22 release)xx
ProSeries Document Management System DMS (Current year)x
EasyACCT Professional (Current year) (Business System is not available in hosted)xx
EasyACCT Information Return System IRS (Current year)xx
Adobe Acrobat Reader (no license needed)xx
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
xx
BigTime IQxx
CFS Tax Tools (3 yrs Local / Network)xx
Citrix ShareFile (Citrix Files for Windows)xx
Google Chrome (no license needed)xx
GruntWorxxx
ImagineTimexx
Microsoft Edge (no license needed)xx
Office 365: Outlook, Word, Excel, PowerPoint (see this article for subscriptions that work in the hosted environment)xx
OfficeTools WorkSpace *xx
OpenAirxx
PDF24 (no license needed)xx
QuickBooks Time Tracking (Previously known as TSheets)xx
Rubex (Previously known as eFile Cabinet)xx
SmartVaultxx
SmartVault Outlook Pluginxx
SurePrepxx
Tax 1099xx
TaxWork Flowxx
TValue 5xx
Yearli Export Wizardxx

Add-ons:

FoxitPDF Editor Pro (Billed through Rightworks 11.99 per user per month) includes license.

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
Avalarax
B2BGatewayx
Bill & Payx
Bill.comx
BRC (Big Red Consulting) *x
Certifyx
CFS Tax Toolsx
ChronoTekx
Commerce Sync *x
Dash *x
Dext Prepare (with Receipt Bank)x
eBillity Time Trackerx
eFaactx
ExakTime *x
Expensifyx
Fathomx
Field Service Managerx
FinaGraph *x
FinJinni *x
Fundboxx
GetLinkedx
Grant Vantagex
ICATx
LMNSyncx
Logicityx
Medasyst *x
Methodx
MineralTree *x
MISys *x
Neatx
PrintBoss *x
PUPS *x
Payment Terminal (Verosa)x
QODBC (Open Accounting Solutions)x
QuickBooks ** (3 yrs) Enterprise, Enterprise Accountant, Premier, Premier Accountant, Prox
Qvincix
RAS Client (Remote Account Solutions)x
RAS Firmx
Results CRM *x
Sage 50 *x
Service Fusionx
ServiceTitanx
Spectrum Teletrak *x
SpringConnectx
SPS Fulfillment QuickBooks Automationx
Stampli Bridgex
Talliex
Treasury Software *x
TrueCommercex
Webgility *x

Other applications:

Available upon request:

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.

The following applications are available upon request to those that have the Intuit Accountants Application Cloud Add-on:

  • CFS Payroll System
  • TaxDome

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.
  • Canopy is not supported; however, as long as all it needs is a printer driver installed to be able to print to it, there's a solution. Install the printer driver locally and when you want to print to it from the hosted environment print to TSPrint Printer. TSPrint Printer will populate a list of printers from the local computer so you can select the one installed to use with Canopy.
  • 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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