ProSeries Tax Hosting
Intuit ProSeries sits in the sweet spot between basic tax software and Lacerte’s full complexity. For small to mid-size tax practices, ProSeries delivers professional-grade returns at a more accessible price point. Cloud hosting gives your team the flexibility to prepare returns from anywhere — office, home, or client sites.
EezyCloud hosts ProSeries alongside QuickBooks Desktop on Azure-dedicated infrastructure. Your entire practice workflow in one cloud environment.
Why Host ProSeries
Remote Preparation Is Standard
Tax preparation has permanently shifted. Clients want virtual appointments. Preparers want to work from home during peak season. Seasonal staff needs access without physical office presence. Cloud-hosted ProSeries delivers.
ProSeries + QuickBooks Together
Most ProSeries firms also run QuickBooks for practice bookkeeping and some client work. On EezyCloud, both applications share the same dedicated environment. Pull trial balances from QB directly into ProSeries without switching servers.
Tax Season Scaling
Add preparers in minutes during peak season. No workstation setup, no software installation. New staff logs in and starts preparing returns immediately. Remove access just as quickly when the season ends.
Hosted ProSeries Features
Full ProSeries Functionality
- ProSeries Basic: 1040 individual returns with standard forms
- ProSeries Professional: Full return types (1040, 1120, 1120S, 1065, 1041, 990)
- E-filing: Federal and all state returns
- Tax planner: Client projections and advisory
- Electronic organizers: Client data collection
- Quick answers: Research library access
- Diagnostics: Automatic return review
Practice Software Stack
Host your complete practice alongside ProSeries:
- QuickBooks Desktop (all editions)
- Microsoft Office 365
- SmartVault or Drake Documents
- Practice management tools (Karbon, Canopy, Jetpack Workflow)
Security
- SOC2 Type II certified
- 256-bit AES encryption
- MFA required on all accounts
- Audit logging of all access
- IRS Pub 4557 WISP compliant infrastructure
- Daily encrypted backups
Pricing
| EezyCloud | Rightworks | Ace Cloud | |
|---|---|---|---|
| Per user/month | $58.30 | $80-150 | $34.99+ |
| BYOL | Yes | No | Limited |
| SOC2 | Yes | Yes | No |
| Infrastructure | Azure Dedicated | Shared | Shared |
BYOL for ProSeries
ProSeries licenses cost $700-2,500/year depending on edition and modules. Keep your existing licenses and pay only for hosting.
Getting Started
1. Edition Check: Identify ProSeries Basic vs Professional, modules in use
2. Environment Setup: Dedicated Azure instance with ProSeries + QB
3. Data Migration: Transfer client files, prior-year data, and e-file settings
4. Verification: Test e-filing, printing, and multi-preparer access
5. Go Live: Full production with dedicated support
Timeline: 2-4 business days. Migrate before tax season for smooth transition.
Frequently Asked Questions
Can multiple preparers use ProSeries at the same time?
Yes. Cloud-hosted ProSeries supports simultaneous multi-preparer access.
Does e-filing work from the cloud?
Yes. Federal and state e-filing functions identically in the hosted environment.
Can I use ProSeries Basic and Professional in the same environment?
Yes. Both editions can run on your dedicated Azure instance if your firm uses both.
Will my existing ProSeries license work?
Yes. Full BYOL support for all ProSeries editions.
Is this faster than running ProSeries locally?
On dedicated Azure infrastructure with SSD storage, performance is typically equal to or better than local installations.
Also host: Drake | Lacerte | UltraTax | Full CPA firm hosting guide
Practice tools: EezyCRM | EezyPay | EezyClock | EezyFinance | EezySOP — all on the EEZY platform.
Cloud-Hosted ProSeries for Your Practice
Give your team the flexibility to prepare returns from anywhere without sacrificing security or performance.
$58.30/user/month. ProSeries + QuickBooks. BYOL. SOC2. Azure dedicated.