Hosting
Hosting for Intuit Lacerte is a monthly add-on subscription service. Purchase of Fast Path services for Intuit Lacerte is also 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/.
Add-on services and integrations
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 supports third-party applications that integrate with Lacerte and ProSeries in the following such capacity, including but not limited to: application installation, application set-up, tax product integration, technical and/or login issues within Rightworks, etc. Intuit
does not provide technical support for in-application issues.
Adobe: The following Adobe integrations 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 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 included in the Business, Advanced, and Premium offerings of Hosting for ProSeries Tax or Lacerte Tax. Applications not included in any of the Hosting offerings (Business, Advanced, or Premium) cannot be added to your hosted environment at this time. 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 DMS is not supported in the Lacerte and ProSeries hosted environments at this time.
Rightworks
Hosting for Lacerte and ProSeries is powered by Rightworks. Contact Rightworks to contract additional third-party software.
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. Rightworks maintains robust security enhancements, including enhanced firewall protection, encryption protocols, and security audits. There is no limitation
to the size of a customer's tax and business-related data 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
maintains compliance with international security standards and regulations, including IRS Security Six compliance.
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.
eSignature
The ability to add eSignature fields to all forms and documents, including business forms, has been enabled and 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/.
5 eSignatures Included for TY24
Offer of 5 eSignatures included with purchase of Lacerte, ProSeries, and ProConnect available through Dec. 31, 2025, for Lacerte, ProSeries, and ProConnect customers who did not trial or purchase eSignature in tax year 2023 and have not purchased eSignatures for tax year 2024. Terms, conditions, pricing, features, service, and support options
are subject to change without notice.
SafeSend
SafeSend is a registered trademark. Subject to the terms, conditions, limitations, and exclusions outlined in the Terms of Use. Setup required for one-click action. Additional fees apply. Terms, conditions, pricing, subscriptions, packages, features, service and support options are subject to change at any time 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 https://accountants.intuit.com/protection-plus/ .
Intuit Tax Advisor
Intuit Tax Advisor is offered as an optional service through December 31, 2024. Starting on or after January 1, 2025, access requires Fast Path for each new user to Lacerte who is required to create and prepare Intuit Tax Advisor plans. Starting on or after January 1, 2025, a paid User Access fee for each user to ProConnect Tax is required to
create and prepare Intuit Tax Advisor plans. Any advisory impact is speculative and not guaranteed. Additional terms and conditions may apply.
Pay-by-Refund
For Refund Advantage, the $59.90 Pay-by-Refund fee is made up of a $39.95 bank fee and a $19.95 technology fee. For Santa Barbara Tax Products Group, the $64.90 Pay-by-Refund fee is made up of a $44.95 bank fee and a $19.95 technology fee.
Pay-by-Refund or refund transfer “Program” participation available to eligible ProSeries, Lacerte, and ProConnect Tax customers for a limited time only. Program participants will be designated to an incentive category, as determined by Intuit. Santa Barbara Tax Products Group and Refund Advantage are participating banks. To be eligible,
participants must adopt industry refund transfer best practice principles by charging customary and reasonable processing fees, and federal returns must be transmitted to the IRS using a single account and EFIN. Federal returns that are rejected by the IRS, are deemed fraudulent, or are a result of identity theft are not eligible for credit
under the Program. Aggregate credits payment will be delivered from participating banks by May 31 of the current year. A separate bank setup fee applies to each federal and state Pay-by-Refund transaction. Additional fees apply if multiple deposits occur for the Federal or state refund. Offer may be terminated or modified at Intuit’s
discretion, and Program and software terms and conditions, including available features, credits, pricing, and support, are subject to change without notice. You must meet certain minimum funded Pay-by-Refund transaction thresholds in order to be eligible to qualify for free or discounted software. To be eligible to receive any incentive
compensation under this Program, the IRS requires Intuit to prepare a 1099. You will need to provide Intuit certain information, including: a) Tax Identification Number or Social Security Number, and b) firm name, primary contact, address, phone number, and email address. Failure to provide any of this information may result in your incentive
payment being withheld, delayed, or canceled. 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/ or call 800-926-3796.
Workflow Solutions
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.
