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/.

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.

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.

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 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/.

Lacerte plans and add-on products or services (e.g. eSignature and hosting) are each available for purchase separately at the same price as when purchased in a package. Should you have any questions regarding the pricing of individual items versus the package, please do not hesitate to contact our Sales Consultants at 1-844-321-9734.

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.

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.

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 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.

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).

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 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.

Discount applies to the monthly base price of cloud hosting plans (“Hosting”) for Intuit Lacerte tax software. New Lacerte customers are eligible to receive 40% off Hosting plans for up to 3 users or 20% off Hosting plans for 4 or more users for the first 4 months of service. After the discount period, you will automatically be charged monthly at the then-current price until you cancel. During the discount period, you cannot add or remove users to the Hosting service; otherwise, the discount will be voided. Offer valid through 1/31/2026 at 5 PM CT. Offer does not apply to add-on fees or services, is not available with free trials of Lacerte, and cannot be combined with other offers for the same product or service. Limited to one per customer. For more info, see accountants.intuit.com/desktop-hosting.

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