Tax software hosting for CPA and tax firms
Run Lacerte, ProSeries, Drake, CCH ProSystem fx, and UltraTax CS in a secure hosted environment your whole team can reach from any device. Summit keeps your software and client files centralized, backed up, and ready for every deadline.
Starting at $70 /user/month
Tax software we host
Summit hosts the tax applications firms rely on every season, alongside QuickBooks, Sage, and hundreds of other Windows business applications.
Lacerte
ProSeries
Drake Tax
CCH ProSystem fx
UltraTax CS
Local installs hold your team back when deadlines stack up
When Lacerte, Drake, or another tax application lives on a single office computer, access is limited and risk is wide. These are the gaps a hosted environment closes.
Locked to one desk
When the software and client files sit on one office computer, preparers have to be at that desk to get returns done.
Multi-user friction
Sharing files over a local network is fragile, and it slows to a crawl right when your busiest weeks arrive.
Client data exposure
Client returns on local drives and personal laptops turn a lost device into a lost dataset.
Update and backup gaps
Software updates and backups depend on someone in the office remembering to run them, on schedule, every time.
Who hosts tax software with Summit
Teams that run tax and accounting software and need it available from anywhere.
Hosting built for tax and accounting teams
Summit manages the hosting, security, and support so your team can stay focused on clients and returns.
Any device, anywhere
Open your tax software from the office, home, or a client site, on whatever device you have on hand.
99.99% uptime SLAs
Hosted environments are backed by written 99.99% uptime SLAs, so availability is a commitment you can plan filing deadlines around.
Multi-user access
Your preparers work in the same hosted environment and shared client files at once, without local-network workarounds.
Built-in compliance
SOC 2 Type II audited, with HIPAA and PCI DSS supported through BAAs and shared responsibility frameworks.
24/7 support
Reach a real engineer around the clock, every day, whenever a hosted session or your software needs attention.
Predictable cost
Per-user pricing starts at $70 per month and covers hosting, backups, and support in one flat line that’s easy to plan around tax season.
From first call to live desktops
A guided path from your current setup to a fully hosted environment, with Summit handling the heavy lifting.
Assess
We review your tax software, add-ons, and users to size the right hosted setup.
Build
Summit stands up your hosted desktops with your software, security, and backups in place.
Migrate
We move your client files and settings, then test with your team before anyone switches over.
Go live
Your team logs in from any device, with 24/7 support behind every session from day one.
What changes when Summit hosts your tax software
A side-by-side look at running tax software on a local machine versus a managed hosted environment.
What finance and accounting teams say about Summit
Reviews from CPAs, bookkeepers, controllers, and finance leaders on G2.
Tax software hosting FAQs
Answers to the questions firms ask most before moving their tax software to Summit.
Which tax software can Summit host?
Summit hosts Lacerte, ProSeries, Drake Tax, CCH ProSystem fx, and UltraTax CS, along with QuickBooks, Sage, and hundreds of other Windows business applications. If your firm runs something else, ask us and we likely support it.
What does tax software hosting cost?
Hosting starts at $70 per user, per month, which covers the hosted environment, backups, and 24/7 support. Final pricing depends on your software, add-ons, and how many users you need, so we size it during the assessment.
Can several preparers work at the same time?
Yes. Your team logs in to the same hosted environment from any device, so preparers can work with shared client files at once without the local-network workarounds a single-office install needs.
How do you keep client data secure and compliant?
Data stays in the data center rather than on endpoints, protected by multi-factor authentication and encrypted sessions. Summit is SOC 2 Type II audited, and HIPAA and PCI DSS requirements are supported through BAAs and shared responsibility frameworks.
What uptime and support can we expect during tax season?
Hosted environments are backed by 99.99% uptime SLAs, with validated backups and disaster recovery protecting your client files, plus 24/7 support whenever you need it.
Is installing our tax software included?
Yes. Installing your applications is free for new customers as part of getting set up on Summit.
Who handles software updates and annual upgrades?
Your server admin user can apply updates and move to a new tax year at no cost. If you’d rather hand it off, Summit engineers can handle it for a one-time fee through the change request form.
What happens to our data if we decide to leave?
Your data stays yours. Summit helps you export your client files, add-ons, and settings so you can move them wherever you need, with support throughout the transition.
Talk to a tax software hosting expert
Tell us which tax applications you run and how your team works, and we’ll map the right hosted setup for you.