TAX SOFTWARE INTEGRATIONS

eSignature is a fee-based service and to be used at the preparer’s discretion. It is the preparer’s responsibility to keep updated and compliant on which forms can be used/recognized in connection with federal and state e-file tax returns and authorizations. Additional terms, conditions, and limitations apply.

Protection Plus is subject to the Protection Plus Firm-Level Membership Agreement and limitations. The Firm-Level Program may be billed by Tax Protection Plus on a bi-weekly basis after tax filings have been e-filed and accepted during tax season, and less frequently outside of tax season. Account will be automatically charged until you cancel. Sales tax may be applied where applicable. Using Pay-by-Refund to pay for Tax Protection Plus' membership fee is not available for the Firm-Level Program. Additional terms, conditions, and limitations apply. Protection Plus is a registered trademark of Tax Protection Plus, LLC.

(1) 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. (2) Hosting for Intuit ProSeries is a monthly add-on subscription service offered for Intuit ProSeries Professional packages only and is not available for ProSeries Basic packages. If you purchase Hosting for Intuit ProSeries, a separate ProSeries Network License is required for accounts with 2 or more users. Additional terms, conditions and limitations apply. Pricing, features, service and support options are subject to change at any time without notice.

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).

Additional terms, conditions, fees, and eligibility criteria apply. Graphics/images are for illustration only. You will need to log in to 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.

Pay-by-Refund or refund transfer program (“Program”) participation available to eligible ProSeries, Lacerte and ProConnect Tax customers for a limited time only. Program participants (will be designated to an incentive category as determined by Intuit and), depending on the software used, may earn a credit or other incentive for every qualified federal funded Pay-by-Refund transaction as outlined in the table below (excluding Quick Collect transaction) that is filed from January 1 through the 1040 tax filing deadline of the then-current Tax Year through either of the following banks: Santa Barbara Tax Products Group or Refund Advantage through the 1040 tax filing deadline of 2022 (each a “Participating Bank”). 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, or deemed fraudulent, or a result of identity theft are not eligible for credit under the Program. For Tax Year 2021 only, if software and a user are eligible for credits, aggregate credits payment will be delivered from Participating Bank by August 31 of the current year. For all other Tax Year filings, if software and a user are eligible for credits, aggregate credits payment will be delivered from Participating Banks by May 31st of the year you are currently enrolled. A $59.90 one-time bank set up 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.

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.

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.

Based on blind survey of taxpayers who used a tax professional in the 12 months prior to June 2022.

Based on Intuit internal data of the number of paid users of ProConnect for tax year 2020 compared to publicly available statements from competitors for the same time period.

These findings were obtained through Karbon's 2022 Firm Usage Survey

Terms, conditions, pricing, subscriptions, packages, features, service, and support options are subject to change at any time without notice. For more details, visit ProSeries, Lacerte. © 2023 Intuit Inc. All rights reserved. Intuit, Lacerte and ProSeries are trademarks of Intuit.