Find out how ProSeries can make being a tax pro easier

Additional limitations may apply. Terms and conditions, features, support, pricing and service options vary for ProSeries Professional and Basic products and are subject to change without notice. For more details, visit https://accountants.intuit.com/proseries/.

The ProSeries trial includes either a ProSeries Professional tax software download or online access to hosted software for tax year 2025. 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.

Knowledge based authentication, also known as KBA, is an identity verification measure that requires end users to establish their identities through the use of specific security questions. The e-signature option is only available to taxpayers e-filing their tax returns through an Electronic Return Originator (ERO), who uses software that provides identity verification and e-signature functionality. To meet e-signature requirements, the ERO must be able to record the taxpayer's name, social security number, address and date of birth electronically for identity verification purposes. As part of identity verification, the software may create what is known as a "soft inquiry" in the credit reporting industry. A soft inquiry is not a credit check, although it is conducted by a credit reporting company that uses information from the taxpayer's credit report to generate knowledge-based authentication questions. Typically, the knowledge-based authentication questions address the taxpayer's personal and financial history. These are usually multiple-choice questions such as the name of their mortgage lender, type of car financed, a former address or phone number. The taxpayer is expected to answer the questions correctly. Taxpayers who cannot complete the identity verification check cannot use e-signature. Ordinarily, knowledge based authentication is not mandatory for envelopes which do not contain Form 8878 or 8879 or their state equivalents.

If you are not satisfied with your Intuit 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 833-671-5477. See full refund policies for ProSeries here.

Based on publicly available data on tax advisory/planning features from leading professional tax software competitors as of March 1, 2025.

ProSeries plans and add-on products or services (e.g. Hosting) are available for purchase separately at a different price compared to when purchased in a bundle. Should you have any questions regarding the pricing of individual items versus the bundle, please do not hesitate to contact our Sales Consultants at 844-321-9734.

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 powered by Rightworks is a monthly add-on subscription service offered for Intuit ProSeries Professional and Basic bundles. Basic bundles are only available for the Solo plan. 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/. 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 800-933-9999 for Lacerte and 800-434-6818 for ProSeries, during service hours.

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).

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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