Import and sync clients

Import clients

Connect the firm integration.
In CoCounsel, select
Account
, then
Organizational Settings
.
On the
Integrations
tab, under active integrations, select
Modify
for UltraTax CS.
Review the client list. CoCounsel loads UltraTax clients for the tax year and indicates which clients already exist in CoCounsel.
Select the clients to import.
Select
Bulk actions
, then
Import
. CoCounsel creates the client record and project and links them to the UltraTax record using the data already loaded, with no additional calls to UltraTax.

Return fields sync in the background

Find imported clients

Next steps

Print returns to CoCounsel: send a preparer copy from UltraTax CS to the client's project (view the following section).
Create or bulk create advisory projects and assign owners and collaborators (view the following section).

Print tax returns to CoCounsel

In UltraTax CS, select the
Print
icon on the toolbar, or go to
File
, then
Print Returns
.
Select
Preparer Copy
.
Select
CoCounsel
.
To send multiple returns, select
Clients
, choose the clients to include, then select
OK
.
Select
To CoCounsel
.

Bulk create projects

In CoCounsel, select
Account
, then
Organizational Settings
.
On the
Integrations
tab, under active integrations, select
Modify
for UltraTax CS.
Select the clients to create advisory projects for.
Select
Bulk actions
, then
Create project
. You are redirected to the Bulk Create projects page.
Select
Create projects
.

Add owners and collaborators

From the
Clients
list, select the clients to update.
Select
Bulk actions
or the
Actions
menu, then
Edit Owners
or
Edit Collaborators
.
Search for and select users. Select
Remove user
to revoke access.
Select
Save
.