Set up integration with SurePrep

The steps to set up integration with SurePrep and UltraTax CS are different depending on whether you're on Virtual Office/SaaS and what year of UltraTax CS you're using.
If you have a desktop installation of UltraTax CS, you don't need to enable integration when sending client data to SurePrep FileRoom and SPbinder. However, you will need to enable integration with API keys if you're using your locally installed UltraTax CS 2023 to create a client list in TaxCaddy or print returns to Reviewer Dashboard.
If you're using UltraTax CS 2023 on Virtual Office or Software as a Service (SaaS), you'll need to enable integration with API keys for all functions.
To set up UltraTax CS 2022 and prior, visit SurePrep integration on the Help & How-To Center.

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