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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/.

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/.

Pay-by-Refund or refund transfer program (“Program”) participation available to eligible ProSeries, Lacerte and ProConnect Tax customers for a limited time only. For complete Pay-by-Refund Program details, including eligibility and participation requirements, restrictions, and currently available credits, see https://accountants.intuit.com/pay-by-refund/.

 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/.

The Intuit Select Pro Staffing Terms of Service (the “Terms”) govern your use of the Intuit Select Pro Staffing services (the “Services”) of Intuit Inc., for itself and on behalf of its affiliates (collectively, “Intuit”). By clicking on the “Accept” button, or by accepting via any other means provided by Intuit, or by taking any other action to indicate your acceptance (including utilizing any aspect of the Services), you (if you are acting on behalf of yourself as an individual) and your company (if you are acting on behalf of your company) (collectively “You” or “Your”) agree to be bound by these Terms. For more information and full terms and conditions, please visit https://accountants.intuit.com/select-pro-staffing/.

QuickBooks Online Accountant and QuickBooks Desktop Accountant available separately.

Subscription for package or per-user basis required for add-on services. Account may be automatically charged until you cancel. Sales tax may be applied where applicable. Additional terms, conditions, and limitations apply, and persistent internet connection, supported browser, or mobile device and supported operating system required.