Hosting for tax and accounting software

Every app your firm runs, on one private server

Your tax software, QuickBooks, document system and Microsoft 365 all sit on a server no other firm touches. One price per user covers the lot.

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Get a price estimate for your app list

15 minutes. Bring your user count and the apps on your desktop today.

  • Our own [SOC 2 Type II] report
  • 99.99% uptime in the contract
  • No setup fee, no server fee
  • Month-to-month
  • MFA on every plan

Find your software

What runs on your server

These are the apps firms ask about most. Each runs on your private server under your own licenses. Search by name or filter by type.

  • Drake Tax

    Drake Software

    Desktop version. Every preparer opens the same DrakeData folder, in the office or at home.

    See Drake Tax hosting

  • Lacerte

    Intuit

    Shared data paths set up once, so preparers stop asking where the client file went.

    See Lacerte hosting

  • ProSeries

    Intuit

    Basic and Professional. ProSeries, your data folders and HomeBase live on one server.

    See ProSeries hosting

  • UltraTax CS

    Thomson Reuters

    Sits next to Practice CS and Fixed Assets CS on the same server.

    See UltraTax CS hosting

  • CCH ProSystem fx

    Wolters Kluwer

    Tax and the modules your firm licenses, on your own server.

    Ask about CCH ProSystem fx

  • ATX

    Wolters Kluwer

    Desktop version, on the same server as the rest of your apps.

    Ask about ATX
  • T

    TaxAct Professional

    TaxAct

    Professional desktop editions, installed under your license.

    Ask about TaxAct Professional

  • Checkpoint Edge

    Thomson Reuters

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Checkpoint Edge

  • GoSystem Tax RS

    Thomson Reuters

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about GoSystem Tax RS

  • QuickBooks Enterprise

    Intuit

    Multi-user mode works because everyone opens the same company file on the same server.

    See QuickBooks Enterprise hosting

  • QuickBooks Pro, Premier and Accountant

    Intuit

    Desktop 2023 and older lost Intuit payroll, bank feeds and security updates after 31 May 2026. We tell you where your version stands before we move it.

    See QuickBooks Pro, Premier and Accountant hosting

  • Sage 50 and Sage 100

    Sage

    Same server as your tax apps.

    Ask about Sage 50 and Sage 100

  • Drake Accounting

    Drake Software

    Runs next to Drake Tax and reads the same data.

    See Drake Accounting hosting

  • Accounting CS

    Thomson Reuters

    Its own SQL Server instance, on the same server as UltraTax CS.

    See Accounting CS hosting

  • A2X

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about A2X

  • Autofy

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Autofy
  • A

    Avalara

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Avalara

  • BlackLine

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about BlackLine

  • CYMA

    Installed on your private server, under your own license.

    Ask about CYMA

  • Dext

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Dext

  • FreshBooks

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about FreshBooks

  • Kintsugi

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Kintsugi

  • MYOB

    Desktop edition runs on your server. The cloud edition opens from the server's browser.

    Ask about MYOB
  • Q

    Quicken

    Installed on your private server, under your own license.

    Ask about Quicken

  • Synder

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Synder

  • Wave

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Wave

  • Xero

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Xero

  • Practice CS

    Thomson Reuters

    Shares the database with UltraTax CS and Fixed Assets CS.

    See Practice CS hosting

  • Fixed Assets CS

    Thomson Reuters

    Depreciation data stays next to the return it feeds.

    See Fixed Assets CS hosting

  • Drake Documents

    Drake Software

    A client's scanned W-2s and their return sit in one place.

    See Drake Documents hosting

  • SmartVault

    SmartVault

    Cloud app, run from the server next to your tax files.

    Ask about SmartVault

  • TaxDome

    TaxDome

    Cloud app, opened from the server's browser so staff work in one window.

    Ask about TaxDome

  • GoFileRoom

    Thomson Reuters

    Cloud app, opened from the server alongside your CS apps.

    Ask about GoFileRoom

  • BigTime

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about BigTime

  • Canopy

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Canopy

  • CaseWare Working Papers

    Installed on your private server, under your own license.

    Ask about CaseWare Working Papers

  • DocuWare

    Desktop edition runs on your server. The cloud edition opens from the server's browser.

    Ask about DocuWare

  • Karbon

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Karbon

  • M-Files

    Desktop edition runs on your server. The cloud edition opens from the server's browser.

    Ask about M-Files
  • O

    OfficeTools

    Installed on your private server, under your own license.

    Ask about OfficeTools

  • PandaDoc

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about PandaDoc

  • ADP

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about ADP

  • Gusto

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Gusto

  • QuickBooks Time

    Intuit

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about QuickBooks Time

  • Workday

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Workday

  • AvidXchange

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about AvidXchange

  • Beanworks

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Beanworks
  • B

    BILL

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about BILL

  • Coupa

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Coupa

  • Emburse

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Emburse

  • Expensify

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Expensify

  • Pleo

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Pleo

  • Ramp

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Ramp

  • SAP Concur

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about SAP Concur

  • Veem

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Veem

  • Acctivate

    Installed on your private server, under your own license.

    Ask about Acctivate

  • Certinia

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Certinia

  • Deltek

    Desktop edition runs on your server. The cloud edition opens from the server's browser.

    Ask about Deltek

  • Epicor

    Desktop edition runs on your server. The cloud edition opens from the server's browser.

    Ask about Epicor
  • F

    Fishbowl Inventory

    Installed on your private server, under your own license.

    Ask about Fishbowl Inventory

  • Microsoft Dynamics 365

    Microsoft

    Desktop edition runs on your server. The cloud edition opens from the server's browser.

    Ask about Microsoft Dynamics 365

  • NetSuite

    Oracle

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about NetSuite

  • SOS Inventory

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about SOS Inventory

  • Unleashed

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Unleashed

  • Fathom

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Fathom

  • Power BI

    Microsoft

    Desktop edition runs on your server. The cloud edition opens from the server's browser.

    Ask about Power BI

  • Prophix

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Prophix

  • Qvinci

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Qvinci

  • Spotlight Reporting

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Spotlight Reporting

  • Tableau

    Desktop edition runs on your server. The cloud edition opens from the server's browser.

    Ask about Tableau

  • HubSpot

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about HubSpot

  • Insightly

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Insightly

  • Method CRM

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Method CRM

  • Pipedrive

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Pipedrive

  • Salesforce

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Salesforce

  • Zendesk

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Zendesk

  • Zoho

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Zoho
  • Z

    ZoomInfo

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about ZoomInfo

  • 1Password Business

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about 1Password Business

  • Keeper

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Keeper

  • LastPass Business

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about LastPass Business

  • ShareGate

    Installed on your private server, under your own license.

    Ask about ShareGate

  • Microsoft 365

    Microsoft

    Word, Excel and Outlook installed on the server. Included in the plan.

    Ask about Microsoft 365

  • Adobe Acrobat

    Adobe

    Installed on the server under your Adobe license.

    Ask about Adobe Acrobat

  • Box

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Box

  • Dropbox

    Desktop edition runs on your server. The cloud edition opens from the server's browser.

    Ask about Dropbox

  • Evernote

    Desktop edition runs on your server. The cloud edition opens from the server's browser.

    Ask about Evernote

  • FileMaker Pro

    Claris

    Installed on your private server, under your own license.

    Ask about FileMaker Pro

  • Google Workspace

    Google

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Google Workspace

  • GoTo Meeting

    Desktop edition runs on your server. The cloud edition opens from the server's browser.

    Ask about GoTo Meeting

  • LibreOffice

    Installed on your private server, under your own license.

    Ask about LibreOffice

  • OneNote

    Microsoft

    Installed on your private server, under your own license.

    Ask about OneNote

  • Quickbase

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Quickbase

  • Slack

    Desktop edition runs on your server. The cloud edition opens from the server's browser.

    Ask about Slack

  • Smartsheet

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Smartsheet

  • Trello

    Cloud app. Your team opens it from the server's browser, next to your desktop software.

    Ask about Trello

  • UiPath

    Desktop edition runs on your server. The cloud edition opens from the server's browser.

    Ask about UiPath

  • Zoom

    Desktop edition runs on your server. The cloud edition opens from the server's browser.

    Ask about Zoom

Product names and logos are trademarks of their owners. AI Tech Cloud is not affiliated with or endorsed by them. You keep your own software licenses.

Why it matters that it’s one server and it’s yours

At 9 p.m. on April 14, three preparers are in Lacerte, someone has a client’s QuickBooks Enterprise file open for a trial balance, and the partner is printing K-1s to PDF. If those apps run in three different places, that’s three places that can fail on you. On one server, they share a drive, a backup and a team that can see all of it.

Nobody else’s tax season on your hardware

The server runs your firm’s apps and no one else’s. When another firm hits its extension pile, your screens don’t slow down. Extra CPU and memory from January to April is written into the contract.

Add an app without a new line on the invoice

Pick up SmartVault in February and we install it. The per-user price stays the same, with no app-slot limits.

One team takes the call

When UltraTax CS throws an error, you call your named team of 3 engineers. They see the server, the app and the backup, so nobody guesses which side broke. We open and own the vendor ticket.

One backup covering everything

Server backups every 4 hours, kept 90 days. A restore test every quarter, so you know the backups work.

Book a free consultation

Your app isn’t listed. Here’s what happens next.

Most firms run one odd app: a state-specific package, an old payroll tool, a client portal plugin. We don’t say yes on the call and find out later.

  1. License check. We read the vendor’s terms on remote desktop and hosted use. You get a written yes or no. If the license doesn’t allow hosting, you hear it before you pay.
  2. Move day. We install and test the app on your server, then migrate it with the rest of your apps. Setup and migration are in the plan price. Plan on a weekend, not an hour.

Some apps can’t be hosted under their license. When that’s the case, we’ll say so plainly.

One price per user, whatever’s on the server

Every app above is included. There’s no server fee and no setup fee, and both plans run month to month.

Private Cloud

$79 /user/month

$72 billed annually

  • Every app on this page, on your own private server
  • MFA, encryption and server backups
  • Microsoft 365 apps on the server
  • Setup and migration included

Private Cloud + Managed IT

$139 /user/month

$125 billed annually

  • Everything in Private Cloud
  • We also manage your laptops and email

Seasonal preparers can be added in January and removed in May, at the same rate with no setup fee. See full pricing

Not ready to talk? Get a price estimate for your app list

Tell us your user count and the apps you run. We send one email with your monthly number and flag any app with a licensing question.

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Bring your app list and leave with a number

In 15 minutes we go through what’s installed on your desktops today, flag anything with a licensing question, and give you a monthly price for your user count. If an app doesn’t fit, we’ll tell you on the call.

Book a free consultation

No contract to sign on the call. If you leave later, you get all your data back. Email me a price estimate for my apps