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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) |
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)
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