ProSeries Tax Software Hosting

ProSeries Hosting Built for Firms That Can’t Afford Downtime in Tax Season

Run Intuit ProSeries Basic or Professional from any device, anywhere your preparers are working — with the uptime, speed, and data protection a CPA firm actually needs between January and April.

99.9% Uptime SLADaily BackupsSOC 2-Aligned InfrastructureUS-Based Support

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Your Firm Outgrew Single-Desktop ProSeries. Your Software Shouldn’t Hold You Back.

ProSeries was built for one preparer on one machine. The moment you add a second preparer, a remote reviewer, or a seasonal contractor, local installs turn into a bottleneck — version conflicts, client files trapped on one laptop, no way to review a return without walking over to someone’s desk.

Hosting ProSeries in the cloud puts your entire firm on one synchronized instance. Every preparer logs into the same environment, works from the same client data in real time, and picks up exactly where a colleague left off — whether they’re in the office, at home, or checking on a return from a client’s site.

Basic or Professional — Hosted Either Way

ProSeries Basic

For firms filing primarily 1040s, hosted with the same multi-user access and backup protection as Professional.

ProSeries Professional

Full support for individual and business returns (1040, 1120, 1120S, 1065, 1041, 990, 706, 709), multi-state filing, and K-1 pass-through import.

Running both editions across different staff? We host them side by side on the same server without conflict.

What You Get

True Multi-User Concurrency

Multiple preparers open, edit, and review returns simultaneously without file-locking conflicts.

Automatic Nightly Backups

Client data backed up daily and retained on a rolling schedule, independent of your local hardware.

EFIN-Ready E-Filing

E-file directly from the hosted environment using your firm’s existing EFIN — no re-registration required.

QuickBooks On the Same Server

Also host QuickBooks with us? Run both on one environment so client data moves between systems without exporting.

Encrypted RDP Access

Every session runs over encrypted remote desktop connections, not exposed locally on staff laptops.

Scales With Staffing

Add seasonal preparer accounts in January, remove them in May. Pay for what your team needs, when it needs it.

The Server That Doesn’t Slow Down When You Need It Most

Most downtime complaints aren’t about hosting providers failing outright — they’re about performance quietly degrading during the exact weeks it matters most. Our infrastructure is provisioned for peak concurrent load, not average load, so response times in the last two weeks of tax season look the same as they do in June.

Your Clients’ Financial Data, Protected Like It Should Be

Client tax data is hosted on infrastructure aligned with SOC 2, ISO 27001, PCI DSS, and SSAE 18 standards, with encrypted data at rest and in transit.

See our full security practices →

Simple, Transparent Pricing

Starter

$80/mo

For solo preparers and small firms getting started with hosted ProSeries.

✓ 1–2 concurrent users
✓ Basic or Professional (single edition)
✓ Nightly automated backups
✓ Standard business-hours support
✓ EFIN-ready e-filing

MOST POPULAR

Growth

$150/mo

For growing firms running multiple preparers through tax season.

✓ Up to 5 concurrent users
✓ Basic and Professional side by side
✓ Nightly backups + 30-day retention
✓ Priority support, faster response
✓ Seasonal accounts on request

Enterprise

$300/mo

For established firms with high season-time staffing and zero tolerance for downtime.

✓ Unlimited concurrent users
✓ Basic and Professional side by side
✓ Nightly backups, extended retention
✓ Dedicated priority phone support
✓ Free seasonal onboarding/offboarding

Frequently Asked Questions

Can I run ProSeries Basic and Professional on the same hosted server?+

Yes. Both editions can be installed on the same hosted environment, so staff using different editions all work from one server without conflicts.

Do I need a new EFIN to e-file from a hosted environment?+

No. You e-file using your firm’s existing EFIN from the hosted server — there’s no separate registration with the IRS required for hosting.

What happens to my ProSeries data if I cancel hosting?+

You get a full export of your client files and return data before your account is closed, so nothing stays locked on our servers.

Can seasonal or contract preparers get temporary access?+

Yes. Growth and Enterprise plans support adding seasonal accounts in January and removing them once filing season winds down, so you only pay for active staff.

Does hosted ProSeries work with the ProSeries mobile app / ProConnect transfer?+

Yes. Hosted ProSeries supports the same Intuit-side integrations and transfer tools as a local install, including ProConnect data transfer.

How is hosted ProSeries different from Intuit’s own hosted option?+

Our hosting gives you dedicated server resources, direct support access, and the flexibility to host other software (like QuickBooks) on the same environment — rather than a shared, Intuit-managed instance.

Ready to Move ProSeries to the Cloud?

Start a free trial and see your firm running on hosted ProSeries before you commit.

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