About ONESOURCE Trust Tax Document Delivery
ONESOURCE Trust Tax Document Delivery provides a method for retrieving specified documents from your ONESOURCE Trust Tax database. When you use Document Delivery, prepared documents that meet an assigned milestone are packaged into a compressed file (*.zip) then transmitted via SFTP to a designated location at your site at least once per day.
Contact your Client Manager for more information about Document Delivery.
Requirements
To use Document Delivery, you are required to:
- Obtain and install a SFTP product. ONESOURCE Trust Tax does not recommend a specific SFTP product. You are free to choose the SFTP product you want to use.
- License ONESOURCE Trust Tax Tools. Contact your Client Manager if you do not currently license ONESOURCE Trust Tax Tools.