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- Intuit Lacerte TaxTap into highly powerful tools designed for complex returns and multiple preparers.
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- 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.
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- For tech-forward firms ready to scaleA connected platform that automates workflows, streamlines advisory, and expands offerings.
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Rightworks Data Security: Hosting for Lacerte and ProSeries is powered by Rightworks.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.
Microsoft Office Integration: 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 provides limited support for third-party applications that integrate with Lacerte and ProSeries including but not limited to: application installation, application set-up, tax product integration, and technical and/or login issues within Rightworks. Intuit does not provide technical support for third-party in-application or other product issues.
Adobe Integration: The following Adobe integrations with Lacerte or ProSeries in the hosted environment 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).
QuickBooks Desktop Hosting: 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 Desktop 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 available for Hosting. Full list of available applications can be found here. 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 Document Management System (DMS) is not supported in the Lacerte and ProSeries hosted environments at this time.
Technical specifications: Minimum technical requirements and system requirements can be found here.
Internet connectivity required: Hosting is subject to availability of a reliable internet connection. See a detailed list of systems requirements here.
30-day money-back guarantee: If you are not satisfied with the Hosting service for any reason and are a new customer, you will receive a refund equal to the Hosting subscription fee paid, minus any applicable service and delivery fees. For full terms, visit https://proconnect.intuit.com/guarantee.
Claim Legal Disclaimer: Based on a survey commissioned by Intuit of 3,000 remunerated respondents who hired a tax professional for their 2023 personal taxes or personal and business taxes as of July 2024.
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