ProSeries Tax Hosting

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.

99.99% Uptime SLADaily BackupsSOC 2-Aligned InfrastructureUS-Based Support
The Problem

Your firm outgrew single-desktop ProSeries

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 to someone’s desk.

Hosting ProSeries in the cloud puts your entire firm on one synchronised 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 — in the office, at home, or at a client’s site.

Both Editions

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

Everything the desktop install can’t give you

01

True Multi-User Concurrency

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

02

Automatic Nightly Backups

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

03

EFIN-Ready E-Filing

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

04

QuickBooks On the Same Server

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

05

Encrypted RDP Access

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

06

Scales With Staffing

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

PEAK-SEASON PERFORMANCE

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.

DATA PROTECTION

Your clients’ financial data, protected properly

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

See our full security practices →

Pricing

Simple, transparent pricing

Transparent per-month pricing — no hidden setup fees. Switch tiers anytime as your firm grows through tax season.

Starter
Solo preparers & small firms
$80/mo

2 Users

2 Apps Included

6GB RAM · 10GB SSD

Basic or Professional (single edition)

Daily Backups

EFIN-ready e-filing

Most
Popular
Growth
Firms during peak season
$150/mo

5 Users

3 Apps Included

8GB RAM · 30GB SSD

Basic and Professional side by side

Daily Backups

24/7 Priority Support

Enterprise
High-volume tax practices
$300/mo

12 Users

4 Apps Included

10GB RAM · 40GB SSD

Basic and Professional side by side

Daily Backups

Seasonal onboarding & offboarding

Need a custom setup? Get a tailored quote for your firm’s user count and storage needs.

FAQs

Frequently asked questions

Can I run ProSeries Basic and Professional on the same hosted server?+
Yes. Both editions can be installed in 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 is 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 ProConnect transfer tools?+
Yes. Hosted ProSeries supports the same Intuit-side integrations and transfer tools as a local install, including ProConnect data transfer.
How is this different from Intuit’s own hosted option?+
Our hosting gives you dedicated server resources, direct support access, and the flexibility to host other software such as QuickBooks in the same environment, rather than a shared, Intuit-managed instance.
Do I need to buy a new ProSeries licence?+
No. You bring your own Intuit ProSeries licence and we host it. Cloud Innovics is an independent hosting provider and does not sell or lease tax software.
Can I access hosted ProSeries from a Mac?+
Yes. ProSeries runs on our Windows servers, so you connect from a Mac, Chromebook, or tablet through an encrypted remote desktop session.

Ready to move ProSeries to the cloud?

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