Terms, conditions, pricing, subscriptions, packages, features, service and support options are subject to change at any time without notice.

1. Sale price is available to first-time purchasers of the product only (sorry no renewals). The sale price is good for the first year only. In year two, regular renewal fee applies to continue use of the product. Prices are subject to change without notice.

2. ProSeries Basic 20 offer is only for new customers. Current and/or past tax year customers of ProSeries, Lacerte or ProConnect are not eligible.

3. ProSeries Choice 200 offer is only for new customers. Current and/or past tax year customers of ProSeries, Lacerte or ProConnect are not eligible; and renewals are not eligible.

4. Terms, conditions, features, availability, pricing, fees, service and support options are subject to change without notice.

Hosting for Lacerte or ProSeries is a monthly subscription. Additional fees apply for the annual tax software products and add-on services. Each month, your account will be automatically charged the agreed-upon price unless and until you cancel. Cancel your subscription at any time by calling Customer Service at 1-800-933-9999 for Lacerte and 1-800-434-6818 for ProSeries during service hours, prior to your monthly renewal date. When you cancel your subscription, your access to the Hosting service will continue through the current billing cycle, and will terminate on the next billing date. Upon termination, you will have access for 15 days to retrieve your data from the hosted environment.

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.

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.

Hosting for Intuit ProSeries is a monthly add-on subscription service 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.

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.

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.

Hosting is subject to availability of a reliable internet connection. See a detailed list of systems requirements here.

Minimum technical requirements and system requirements can be found here.

If you are not satisfied with the Hosting service for any reason and are a new customer, you will receive a refund equal to the Hosting subscription fee paid, minus any applicable service and delivery fees. For full terms, visit https://proconnect.intuit.com/guarantee.

Based on blind survey of taxpayers who used a tax professional in the 12 months prior to July 2023.

** https://www.rightnetworks.com/about/why-right-networks/

For new Intuit Lacerte Tax software customers only, 50% off the monthly plan price for 1, 2, or 3 new users of Hosting for the first 4 months of service starting from the date of purchase, followed by the then-current monthly fee for Hosting. Promotional pricing for hosting is based on 12 months of service using the number of authorized users on your account. Offer valid through December 31, 2024. Your account will automatically be charged monthly until you cancel. This discount cannot be combined with any other Intuit offer. Limited to one per customer. Sales tax may be applied where applicable. During the discount period, you cannot add or remove users to the Hosting service; otherwise, the discount will be voided. For more information, please visit 
https://proconnect.intuit.com/desktop-hosting/.

For new Intuit ProSeries Tax software customers only, 50% off the monthly plan price for 1, 2, or 3 new users of Hosting for the first 4 months of service starting from the date of purchase, followed by the then-current monthly fee for Hosting. Promotional pricing for hosting is based on 12 months of service using the number of authorized users on your account. Offer valid through December 31, 2024. Your account will automatically be charged monthly until you cancel. This discount cannot be combined with any other Intuit offer. Limited to one per customer. Sales tax may be applied where applicable. During the discount period, you cannot add or remove users to the Hosting service; otherwise, the discount will be voided. For more information, please visit https://proconnect.intuit.com/desktop-hosting/.

50% off the monthly plan price for 1, 2, or 3 new users of Hosting Business, Advanced, or Premium tiers for Intuit Lacerte or ProSeries tax software only (“Hosting”) for the first 4 months of service starting from the date of purchase, followed by the then-current monthly fee for Hosting. Your account will automatically be charged on a monthly basis until you cancel. Offer valid through 8/29/2024 at 5 PM CT. This discount cannot be combined with any other Intuit offer. Limited to one per customer. Sales tax may be applied where applicable. During the discount period you cannot remove seats to the Hosting service; otherwise the discount will be voided. For more information, please visit https://proconnect.intuit.com/desktop-hosting/.

20% off the monthly plan price for 4 or more new users of Hosting Business, Advanced, or Premium tiers for Intuit Lacerte or ProSeries tax software only ("Hosting") for the first 4 months of service starting from the date of purchase, followed by the then-current monthly fee for Hosting. Your account will automatically be charged on a monthly basis until you cancel. Offer valid through 8/29/2024 at 5 PM CT. This discount cannot be combined with any other Intuit offer. Limited to one per customer. Sales tax may be applied where applicable. During the discount period you cannot remove seats to the Hosting service; otherwise the discount will be voided. For more information, please visit https://proconnect.intuit.com/desktop-hosting/.