Based on percent of tax preparers who are aware of and considering cloud-based tax software from Radius Research US Market Brand Tracking Study in April 2024.

A paid User Access license for each user of ProConnect Tax, or a Fast Path license for each Lacerte user, is required to create and prepare Intuit Tax Advisor plans. Intuit Tax Advisor is for informational purposes only and should not be construed or relied upon to be legal or tax advice. Any advisory impact is speculative and not guaranteed. Graphics/images are for illustration only. Additional terms and conditions may apply.

available separately

Hosting for Intuit Lacerte or ProSeries powered by Rightworks is a monthly add-on subscription service. Purchase of Fast Path services for Intuit Lacerte is required for concurrent user activity within Hosting for Intuit Lacerte. Hosting for Intuit ProSeries is 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. For more information, please visit https://accountants.intuit.com/desktop-hosting/.

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

The ability to add eSignature fields to all forms and documents, including business forms, is designed to be used at the preparer’s discretion. Per the current IRS Guidelines, electronic signatures are only accepted for the Individual Modules. Please review IRS Publication 4163 and PMTA- 2018-08 for more detail. It is your 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 fees apply. For more information, please visit https://accountants.intuit.com/esignature/

*Based on tax year 2023 data through April 15, 2024. 53% of eSignatures sent and 68% of eSignatures completed through Intuit professional tax products were finalized in 24 hours or less.

Subject to the terms, conditions, limitations, and exclusions outlined in the Protection Plus Firm-Level Membership Agreement for 1040s. Business return coverage is subject to terms, conditions, limitations, and exclusions outlined in the Protection Plus Firm-Level Business Return Membership Agreement. Protection Plus is a registered trademark of Tax Protection Plus, LLC. For more information, please visit https://accountants.intuit.com/protection-plus/

License of Intuit Quick Employer Forms Accountant for tax year 2025 begins on November 21, 2025 and expires on October 31, 2026. Only customers with a current tax year license will be able to access their Intuit Quick Employer Forms Accountant client data from the prior year. Additional terms, conditions and fees apply. For more information, please visit https://accountants.intuit.com/tax-accounting-workflow-software/generate-client-payroll-w2-1099/. 

All ProConnect tax returns are purchased for a specific tax-year, meaning the taxable period from January 1 through December 31 (“Tax Year”), and are only accessible for use for such specific Tax Year. Unused tax returns can be used for the specific Tax Year purchased for up to 3 calendar years, so long as User Access is purchased for each calendar year (e.g. unused Tax Year 2025 tax returns may be used for 2025 taxes through December 31, 2028). User Access is required to access functionality in ProConnect services (sold separately). ProConnect Tax returns are credited to the Customer Account Number that purchased them and cannot be transferred to other Intuit accounts.

The ProConnect trial includes ProConnect tax software for tax year 2024. The trial access will not allow you to e-file or print, or access other features requiring User Access. New customers only.

Fast Path required (sold separately). Intuit Tax Advisor is for informational purposes only and should not be construed or relied upon to be legal or tax advice. Any advisory impact is speculative and not guaranteed. Graphics/images are for illustration only. Additional terms and conditions may apply.

The ProSeries and Lacerte trials include either a ProSeries/Lacerte tax software download or online access to hosted software for tax year 2024. The desktop trial software will not e-file or print. The hosted trial will not save any information. New customers only

Additional limitations may apply. Terms and conditions, features, support, pricing and service options vary and are subject to change without notice. ProSeries Professional and Basic products may not include the same functionality. For more details, visit https://accountants.intuit.com/proseries/ or https://accountants.intuit.com/tax-software/lacerte/

Based on scores calculated from G2 reviews collected as of Jan. 28, 2025. See www.g2.com/categories/professional-tax.

Based on publicly available data on tax advisory/planning features from leading professional tax software competitors as of March 1, 2025.

Additional limitations may apply. Terms and conditions, features, support, pricing and services options are subject to change without notice. For more details, visit https://accountants.intuit.com