Steps to complete before your Intuit Hosting onboarding appointment

Before your appointment, you can complete the steps below to help expedite the setup process.

What do I need to have access to at the time of my onboarding appointment?

Make sure that you'll have access to the data you want in the hosted environment and have internet access.

What can I check in advance to prepare?

• Make sure that you have call screening turned off or add 800-446-8848 to your phone's contacts.
  • When we call for your onboarding appointment, it'll show from this number.
  • Lacerte and ProSeries support callbacks will also show from this number.
• Mac users: Make sure your Mac is updated. The Windows app that is used to connect your Mac to the hosted environment currently requires macOS 13.0 (Ventura) or later.
  • You can find your currently installed version by going to the Apple menu in the upper-left corner of your screen and choosing About This Mac.
  • The article Update macOS on Mac provides more information on updating your macOS.
• Make sure outbound port 3389 is open (not blocked by your firewall settings).
  • On your local computer, you can go to the website http://portquiz.net:3389/ to test if port 3389 is open.
  • If your IT wants to set the firewall with the specific IP address you'll be using instead, make sure they'll be available to make the adjustment around the start of your appointment. At that time, we'd be able to look up the IP address you'll use. All of the IP addresses we currently use are listed in System recommendations for Intuit Hosting.

What can I pre-install?

• Install Intuit Meeting on your local computer.
  • We'd suggest making sure you can install this and that it'll give you a code without needing your IT's help. After installing, you'd select Proconnect then Continue and select Start screen share to get a code.
  • This will give you an Intuit Meeting shortcut on your local desktop that you can use to share your screen during the onboarding appointment.
  • When you call for help you can use it to share your screen too, so you may want to install it on every workstation.
• Install TSPrint on your local computer from the TerminalWorks TSPrint download page.
  • This acts as a go-between for printing from the hosted environment.
  • If you have multiple Windows users on your computer, your local settings may require installation while signed in as the admin user.
• Install TSScan on your local computer from the TerminalWorks TSScan download page.
  • This acts as a go-between for scanning to the hosted environment.
  • If you have multiple Windows users on your computer, your local settings may require installation while signed in as the admin user.

I just got an email from Rightworks to activate. Can I do more before the appointment?

You can activate your account and add the other users you'll be starting with once you receive the email to activate.

Activating your Rightworks account

1. From the welcome email, select Activate Your Account.
2. Create your Rightworks password.
3. Sign in to the Rightworks AppHub with your email address and your newly created password.
4. You will be prompted to enter a phone number, the Area Code in a separate field than the remainder of the Phone Number (without dashes or spaces). Then select Next.
5. Enter a 4-digit number of your choice in the Create a Support PIN field. Select Next.
6. Answer the question on if you will be using the hosted environment.
   • Select the Intuit Lacerte Tax or Intuit ProSeries Tax package to assign to yourself, if applicable. Then select Next.
7. You will be prompted to install TSPrint and TSScan which are go-betweens for printing and scanning. You may have already done this. If not, this can be done at this time or skipped for now. Select Next when ready.
8. You will be prompted to agree to terms to finish setting up your login.

Adding users and assigning packages

1. Sign in to the Rightworks AppHub.
2. Go to the Admin Controls.
3. Select the Users tab.
4. Choose the Add User button.
5. Select a role for the new user from the Role dropdown list:
   • User (catalog) lets users install apps for themselves.
   • User (no catalog) doesn't let users install apps for themselves.
   • Account Admin is similar to the Account Owner role. These users can add/remove users, assign/unassign packages and add-ons, send password reset emails to users, and install apps for themselves and other users.
   • Information about the other listed roles can be seen by hovering over the ?.
6. Enter the new user's First Name, Last Name, and Email Address, and then select Next.
   • The email address entered can't already be in use in Rightworks.
7. Highlight the Intuit Lacerte Tax or Intuit ProSeries Tax box to assign one of the packages to the new user and select Next.
   • If you want the user to only have access to the Rightworks AppHub, you can select Next without assigning a package.
8. Make sure the new user's information is correct on the Add User - Review Details pop-up screen.
9. Select Add User.