Triva isn't available right now.
Check out the support page for our phone number and hours
Solutions
-
Corporations
-
Governments
Success stories
-
A true competitive advantage
Law firm Zarin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
-
Workflow transformation drives impact
Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
-
The forefront of audit tech
A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
Questions? We are here to help.
Products
-
Tax, audit & accounting
Recommended products
-
CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
-
CoCounsel Tax
Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.
-
CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
Questions? We are here to help.
Purchase
Resources
-
Product training
-
Product communities
-
Developers
Highlights
-
2026 SKILLS Showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
-
Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
-
Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
CS Connect tab
Show all expandable content
Use this tab to customize CS Connect Background Services options for your firm, including when application updates will be applied, whether or not you want electronic filing acknowledgments downloaded automatically, and which computers you want to run background services.
note
- Most options you set for CS Connect Background Services affect UltraTax CS, FileCabinet CS, and Fixed Assets CS. Note that the&Apply updates as each user's processing permits (recommended)option applies to UltraTax CS and Fixed Assets CS only.
- The checkboxes and options on this tab are grayed out if theEnable CS Connect Background Servicescheckbox is not marked.
To open this tab, choose Setup, System Configuration, then select the CS Connect tab.
note
Depending on your security configuration, you might be prompted to enter the master password before you can open the System Configuration dialog.
Fields & buttons
Enable CS Connect Background Services
Mark this checkbox to enable CS Connect Background Services. When this checkbox is marked, updates and acknowledgements can be automatically downloaded via CS Connect.
note
When CS Connect Background Services is enabled, it will automatically check the Electronic Filing Status dialog for any clients with a status of "Return transmitted to CS" that is greater than 48 hours old and request the automatic rehang of those clients' acknowledgements.
Which computers are allowed to run background services?
Any computer on this network
: Select this option to enable all computers on a network to download and apply updates. This is the preferred option for most firms.Only this computer
: Select this option to designate a single computer to be responsible for downloading and applying updates. Select this option from the computer you want to designate. If this option is selected, updates will be downloaded via CS Connect only while this computer is turned on. Only [username]'s computer:
You will see this option only after another computer on your network has marked the& Only this computer
& option above.Apply UltraTax CS updates automatically
Apply updates as each user's processing permits (recommended):
Select this option when you want CS Connect to immediately apply pending application updates for any product that is not currently open on the individual user's computer.Apply updates every day at [time]:
Select this option and specify when you want CS Connect to apply pending application updates.note
For updates to be applied automatically at a specified time, all users must close UltraTax CS and at least one authorized user must remain logged in to the network. If a user fails to exit UltraTax CS, updates will still apply for all users who have exited, and the user who did not exit the application will acquire the updates automatically after closing and reopening the application.
Download electronic filing acknowledgements
Mark this checkbox to enable CS Connect to download electronic filing acknowledgements automatically. Marking this checkbox will also have UltraTax CS re-post and re-download the available acknowledgments for transmitted electronic files (which display "Transmitted" on the Utilities then Electronic Filing Status dialog). The application will do so every 48 hours until the status is updated with the acknowledgement.
This article applies to:
- PRODUCT: UltraTax CS