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CoCounsel Legal
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SPbinder and TaxCaddy system requirements
Before using SPbinder and TaxCaddy, users must ensure that their devices meet the following:
SPbinder system requirements
Component |
Specifications |
|---|---|
Compatible Operating Systems |
Windows 11 (SPbinder can't be accessed on Mac OS or Chromebook) |
Compatible Network Services |
(includes Small Business Server) Windows Server 2022 Citrix Server (on Windows Server 2008 or higher) |
Required MS .Net Framework |
Version 4.8.1 or higher |
Compatible Tax Software Applications |
Axcess Tax (CCH) GoSystem Tax RS (Thomson Reuters) Lacerte (Intuit) UltraTax (Thomson Reuters) * ProSystem fx Tax (Tax year 2022 and earlier) |
Compatible Software |
Adobe Reader 9.0 or higher (or similar PDF software). Word and Excel 2007 Word and Excel 2010 Word and Excel 2013 Word and Excel 2016 Microsoft Office 365 * You can only submit Word documents with the .docx extension. If you have an older *.doc extension document then save a new copy with the *.docx extension.Word documents uploaded to SPbinder will be converted into a PDF. |
Compatible Browser |
Google Chrome (v85 or higher) Mozilla Firefox (v81 or higher) Microsoft Edge (v85 or higher) |
Internet Speed |
High-speed, such as T-1, DSL, or Cable/Broadband |
Minimum Processor |
2.0 Ghz (Quad Core) |
Minimum Memory (RAM) |
8 GB (Minimum) 12 GB RAM (Recommended) |
Monitor |
19" with screen resolution of 1024 x 768 or higher, (dual Monitors are recommended). System time should match the standard time zone. |
Scanners |
|
TaxCaddy software compatibility
Tax Software
TaxCaddy supports integration with the following tax software:
- CCH Axcess Tax
- GoSystem Tax RS
- Lacerte
- UltraTax CS
- UltraTax Virtual CS (Office CS or SaaS)
- ProSystem fx Tax (2022 & earlier only)
note
Starting from the 2023 tax year, SurePrep no longer supports integration with ProSystem fx Tax
. In FileRoom and TaxCaddy, you won't be able to create ProSystem fx Tax clients, binders, or DRLs from 2023 tax year onwards. SurePrep will continue supporting the 2022 tax year and prior years. Browser
TaxCaddy works best on Chrome but supports the following browsers:
- Chrome
- Firefox
- Edge
- Safari
TaxCaddy isn't supported on Internet Explorer.
This article applies to:
- PRODUCT: SurePrep