*Based on publicly available data on tax advisory 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/lacerte/.
Trial information: The Lacerte trial includes either a 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.
CPE/CE credit information: CPE/CE credits available only for live webinars.
Intuit Tax Advisor: 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.
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 https://accountants.intuit.com/tax-accounting-workflow-software/generate-client-payroll-w2-1099/.
eSignature: 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 visithttps://accountants.intuit.com/esignature/.
Three-year pricing offer: Available only to new users of Lacerte Tax software who have not used ProSeries Tax or ProConnect Tax in tax year 2024. The three-year pricing offer requires entry into an auto-renewing contract. Lacerte Pay-Per-Return products are excluded. Your first-year price will be based on the current-year price
for the Lacerte package and module(s) you select, and will be attached in a quote to your contract prior to signing. After your first year, the annual renewal price for the same package and/or module(s) will not increase above the percentage set forth in your contract for the next two years. Additional terms and conditions apply; auto-renewal,
cancellation and refunds are subject to the terms of your contract.
Deferred Payment Option terms: To qualify for deferred payment, a customer must purchase Lacerte Choice 200, Lacerte Unlimited modules, ProSeries Choice 200, ProSeries 1040 Complete, or ProSeries Power Tax Library; have a current EFIN or CPA number; not currently have any past-due payments; not have defaulted on payments in the
past; and meet any other eligibility requirements in Intuit’s discretion. Additional terms and conditions apply with payment plan options and are subject to change without notice. Eligible customers must enroll by December 30, 2025. Final payment must be received by February 28, 2026.
Deferred Payment Option terms: Hosting for Intuit Lacerte 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. 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/. Rightworks Data Security: 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.Hosting Add-On Services And Integrations
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.
Refund policy (new Lacerte & ProSeries customers): If you are not satisfied with your Intuit Lacerte or ProSeries tax software (the “Software”) for any reason and you are a new customer with respect to the purchased Software, we’ll refund the purchase price you paid so long as you request a refund before the Software release date
(typically in November), or within 30 days of your Software purchase date, whichever date is later. If you purchase after the Software release date (typically in November), you have 5 business days to request a refund. In order to request a refund, contact the Intuit sales agent that sold you the Software. If you are unsure of who your agent is,
contact Sales at 800-765-7777. See full refund policies for Lacerte here and for ProSeries
here.
Additional applications are also available for Hosting. Full list of available applications can be found at https://accountants.intuit.com/desktop-hosting/pricing/. 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.
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