SurePrep integration overview

TaxCaddy, 1040SCAN, Reviewer Dashboard, and SPbinder integrate with UltraTax CS.
You can integrate UltraTax CS and SurePrep to do the following:
  • Create 1040 clients in TaxCaddy with UltraTax CS.
  • Create custom Document Request Lists (DRLs) in TaxCaddy with UltraTax CS client data.
  • Send UltraTax CS client data to create binders in FileRoom.
  • Send 1040SCAN PRO and 1040SCANverify documents to UltraTax CS.
  • Print the client copy of the UltraTax CS return to SurePrep.

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