Set up UltraTax CS and CoCounsel integration

What the integration does

Clients: import UltraTax client names and contact details into CoCounsel as clients and projects.
Return data: pull structured field values (filing status, income, and so on) from a client's encrypted UltraTax return XML for use in Ready to Advise.
Preparer copies: send a preparer copy PDF directly from the UltraTax CS Print returns window to the client's CoCounsel project.

Before you begin

You need administrator permissions in CoCounsel to access Integrations and connect UltraTax CS.
The firm is identified by its EMS customer ID (a number from 1 to 999999). The ID must already match the firm in UltraTax CS.

Step 1: Connect the integration in CoCounsel

Select
Account
, then
Organizational Settings
.
On the
Integrations
tab, under available integrations, select
Configure
for UltraTax CS.
Select
Connect
. CoCounsel registers the EMS ID with UltraTax and creates the link between the firm and CoCounsel.

Step 2: Enable the integration in UltraTax CS

Select
Setup
, then
System Configuration
.
On the
CoCounsel
tab, select
Enable CoCounsel Integration
.
Select
OK
.