Additional limitations may apply. Terms and conditions, features, support, pricing and services options are subject to change without notice. For more details, visit accountants.intuit.com.
#1 professional tax software on the cloud: 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.
CPE/CE credit information: CPE/CE credits available only for live webinars.
Intuit Tax Advisor: 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.
QuickBooks Online Accountant: Available separately.
Intuit Sign: The ability to add e-signature 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 and conditions apply. For more information, please visit
accountants.intuit.com/intuit-sign/.
Knowledge based authentication (KBA): Knowledge based authentication, also known as KBA, is an identity verification measure that requires end users to establish their identities through the use of specific security questions. The e-signature option is only available to taxpayers e-filing their tax returns through an Electronic Return Originator (ERO), who uses software that provides identity verification and e-signature functionality. To meet e-signature requirements, the ERO must be able to record the taxpayer's name, social security number, address and date of birth electronically for identity verification purposes. As part of identity verification, the software may create what is known as a "soft inquiry" in the credit reporting industry. A soft inquiry is not a credit check, although it is conducted by a credit reporting company that uses information from the taxpayer's credit report to generate knowledge-based authentication questions. Typically, the knowledge-based authentication questions address the taxpayer's personal and financial history. These are usually multiple-choice questions such as the name of their mortgage lender, type of car financed, a former address or phone number. The taxpayer is expected to answer the questions correctly. Taxpayers who cannot complete the identity verification check cannot use e-signature. Ordinarily, knowledge based authentication is not mandatory for envelopes which do not contain Form 8878 or 8879 or their state equivalents.
ProConnect tax returns: 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.
ProConnect Tax trial information: 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.
Lacerte and ProSeries trial information: 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.
Lacerte and ProSeries tax returns: 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
accountants.intuit.com/tax-software/proseries/ or accountants.intuit.com/tax-software/lacerte/.
[spring 2026] G2 claims: Based on scores calculated from G2 reviews collected as of Feb. 17, 2026. See www.g2.com/categories/professional-tax/.
[winter 2026] G2 claims: Based on scores calculated from G2 reviews collected as of Dec. 3, 2025. See www.g2.com/categories/professional-tax.
Hosting: 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 powered by Rightworks is a monthly add-on
subscription service offered for Intuit ProSeries Professional and Basic packages. Basic packages are only available for the Solo plan. 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 accountants.intuit.com/desktop-hosting/. If payment fails during your subscription period, we will attempt to contact you and retry your payment. If the payment
retry is not successful, your subscription will terminate on the 15th day. Upon termination after payment failure, you will have access for an additional 15 days to retrieve your data from the hosted environment. If you need to add a seat or change account information, you can do so at any time by calling Customer Service at 1-800-933-9999 for
Lacerte and 1-800-434-6818 for ProSeries, during service hours.
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.
Protection Plus: 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 accountants.intuit.com/protection-plus/.
Quick Employer Forms: 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 accountants.intuit.com.
*Tax Advisory exclusivity claim: Based on publicly available data on tax advisory/planning features from leading professional tax software competitors as of March 1, 2025.
Add-on information: Additional terms, conditions and fees may apply with these optional add-on services.
Timesavings claim: Based on Intuit time-savings data and claims averaged across ProConnect, Lacerte, and ProSeries tax products as of November 2025. Actual results may vary depending on client complexity and individual workflow.
Intuit Accountants customer support claim: The average speed of answer for Intuit Accountant customer support from 6/1/24 to 6/1/25 was one minute.
Training claim: Intuit Accountants training was taken by more than 34,000 unique tax professionals from April 16, 2025, to January 29, 2026.
Training claim: Intuit Accountants offered more than 280 hours of live training from April 16, 2025, to January 29, 2026.
Intuit Accountant Suite available separately.
