Triva isn't available right now.
Check out the support page for our phone number and hours
Solutions
Law firms
Tax, audit & accounting firms
Success stories
-
A true competitive advantage
Law firm Zarwin 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
Legal
Trade & supply
Tax, audit & accounting
- 1040SCAN
- Audit Intelligence Analyze
- CoCounsel Audit
- CoCounsel Tax
- Ready to Advise
- Ready to Review
- View all
Corporate tax
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
Buy solutions
Resources
Insights
Events
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.
Third-party accounting (import) dialog
Show all expandable content
The Dillner's FCAS (Import), Client Ledger System (Import), CaseWare Working Papers (Import), Accountant's Relief (Import), Accounting for Practitioners (Import), and Universal Business Computing Company (Import) dialogs are identical.
With a client's return open, choose Utilities then Third Party, and then choose the appropriate import dialog.
Form | Dillner's FCAS | Client Ledger System | CaseWare Working Papers | Accountant's Relief | Universal Business Computing Company | Accounting for Practitioners | ProSystem Fx Engagement |
|---|---|---|---|---|---|---|---|
1040 | Yes | No | No | Yes | Yes | Yes | Yes |
1120 | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
1065 | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
990 | Yes | No | Yes | No | No | No | Yes |
note
The import commands for the following applications are available only if you have a valid application license: Client Ledger System, and CaseWare Working Papers. For the Dillner's FCAS, Accountant's Relief, Accounting for Practitioners, ProSystem fx Engagement,& and Universal Business Computing Company import utilities, a license is not necessary.
The import options are available only after you open or add the UltraTax CS client that will receive the imported data, and if you have specified the correct data path for your accounting data. To specify the data path, choose Setup, User Preferences, File Locations, then Other, select the applicable application, select the Modify Location button, and then browse to the location of your accounting data. After you have specified the data location, you will be able to select the appropriate application when you choose Utilities then Third Party.
Fields & buttons
Client list
Depending on the command you use to open this dialog, UltraTax CS lists all Dillner's FCAS, Client Ledger System, CaseWare Working Papers, Accountant's Relief, Accounting for Practitioners, ProSystem fx Engagement,& or Universal Business Computing Company clients who are of the same entity type as the open UltraTax CS client. Select the client whose data you want to import into the open UltraTax CS client, then select the Import button.
note
Tips
- If no clients appear in the list, verify that the drive and path displayed in this dialog are accurate. If they are not, select the Change Location button, navigate to the appropriate drive and path, and select OK to return to this dialog.
- To sort the client listing by client ID or name, select the words Client ID or Name in the title bar of the list.
Location of client data
This field displays the drive and path where UltraTax CS looks for Dillner's FCAS, Client Ledger System, CaseWare Working Papers, Accountant's Relief, Accounting for Practitioners, ProSystem fx Engagement,& or Universal Business Computing Company client data.
note
To change the data path, select the Change Location button, navigate to the appropriate location in the Modify Location dialog, and select OK.
Change Location button
Select this button to open the Modify Location dialog in which you can change the drive and/or path where UltraTax CS looks for your Dillner's FCAS, Client Ledger System, CaseWare Working Papers, Accountant's Relief, Accounting for Practitioners, ProSystem fx Engagement,& or Universal Business Computing Company client data.
Data to import
The
Summary
and Detail
options apply to those accounts which import into a statement dialog in UltraTax CS. Select one of these two options as follows.- Select theSummaryoption have UltraTax CS total all items assigned to the same tax code and display that total in one line on the statement. The name of the first account imported with the assigned tax code is used by UltraTax CS as the description of the imported amount on the statement.
- Select theDetailoption to have UltraTax CS import each account (that is assigned to a single tax code) as a separate item on the statement dialog, so each amount is displayed in a separate line. The statement dialog includes a total of each account included in that statement.