How to Integrate SurePrep with UltraTax CS?
Tax preparation hardly seems like the kind of service that qualifies as fast-paced. However, during the tax season, the tempo can dramatically accelerate, with professionals facing tight deadlines and high volumes of tax returns. Tax preparers must use the right tools, and integrations, to effectively navigate this busy period. UltraTax CS is a robust tax preparation software developed by Thompson Reuters and includes many features for efficient tax returns. It is seamlessly complemented by SurePrep, which offers a comprehensive suite of tax automation solutions to further optimize the process. SurePrep includes a number of tools like SPbinder for work paper management, 1040SCAN for document digitization, and TaxCaddy for streamlined client communications.
Integrating UltraTax CS with SurePrep can be a game changer during the hectic tax season. This guide will walk you through the steps to integrate these systems. We will provide clear instructions to help you connect these platforms efficiently, enhancing your workflow and accuracy during tax preparation.
Benefits of Integrating SurePrep with UltraTax CS
The following list highlights the advantages of integrating SurePrep with UltraTax CS.
- Improved Efficiency: The automation of data transfer between SurePrep and UltraTax CS reduces errors associated with manual entries and increases the accuracy of the data.
- Seamless Workflow: The integration enables users to create 1040 clients in Tax Caddy directly from UltraTax CS as well as produce custom Document Request Lists (DRLs) using the client data from UltraTax CS.
- Enhanced Collaboration: Instead of having to manually transfer data through multiple stages – from TaxCaddy to 1040SCAN and then to UltraTax CS, back to SPbinder, and then again to UltraTax Cs – the integration automates this to simplify client interactions and enhance collaboration.
Tax Caddy is responsible for the generation of custom DRLs and creating individual client profiles for 1040 tax returns while 1040SCAN transfers scanned documents with client details to UltraTax CS.
How to Integrate SurePrep with UltraTax CS?
The following steps will walk you through the process of integrating SurePrep with UltraTax CS. Please note that the steps mentioned below are only valid if you are using a hosted version of UltraTax CS. The steps outline how to use an API token to set up the integration.
- Login to your UltraTax CS account head to Setup and then System Configuration.
- On the CS Connect tab, mark Enable CS Connect Background Services.
- Check the Enable SurePrep Integration option and select the Integration Keys.
- Click on Add to create a new integration.
- Copy the API key by hitting the Copy button.
- Now head over to SurePrep and click on Admin followed by Account Setup.
- Paste the key in the API Key field in the Tax File Activation screen that pops up.
- Enter any relevant information if you are prompted to.
And with that, you are all set to start uploading your client data from UltraTax CS to SurePrep. There are a few additional steps to trigger the client data upload to SurePrep.
- In your UltraTax CS account head to Utilities and then SurePrep Integration.
- Highlight the client data you want to upload to the left column. It should be reflected in the right column now.
- Hit Continue and then Done.
A status event will be logged in UltraTax CS notifying the upload of client data to SurePrep after the process is fully executed.
Leverage Apps4Rent to Streamline your SurePrep Integration with UltraTax CS
Integrating SurePrep with UltraTax CS is crucial for transforming your tax preparation process. At Apps4Rent, we have years of experience providing UltraTax CS hosting services and software integrations, and we’ve helped over 10,000 businesses streamline their operations with our expert guidance. We guarantee smooth and efficient integration that reduces errors and improves overall work efficiency. Contact our dedicated support staff at any time of the day, or night, over chat, call, or text to learn how we can accelerate your SurePrep and UltraTax CS integration.