All Systems Operational

Checkpoint Research Operational
CoCounsel for Tax, Audit & Accounting Operational
Confirmation.com Operational
CS Connect/Electronic Filing Operational
CS Professional Suite Local Login Operational
Customer Support Operational
Engagement Manager Operational
GoFileRoom Operational
Guided Assurance Operational
NetClient CS Operational
NetFirm CS Operational
Onvio Firm Management Operational
Tax and Accounting Professionals Learning Center Operational
Thomson Reuters Account Operational
Virtual Office CS / SaaS Operational
SurePrep FileRoom Operational
SurePrep SPbinder Operational
SurePrep 1040SCAN Review Wizard Operational
SurePrep Reviewer Dashboard Operational
SurePrep TaxCaddy Operational
TaxCaddy Dashboard Operational
TaxCaddy Email Notifications Operational
TaxCaddy Taxpayer iOS App Operational
TaxCaddy Taxpayer Android App Operational
TaxCaddy Taxpayer Browser-based Portal Operational
Twilio (Two-Factor Authentication) Operational
SurePrep API Operational
SurePrep Integrations Operational
GoSystem Tax Integration Operational
GoFileRoom Integration Operational
CCH Axcess Tax Integration Operational
Lacerte Tax Integration Operational
UltraTax Integration Operational
Operational
Degraded Performance
Partial Outage
Major Outage
Maintenance
Sep 1, 2025
Scheduled SurePrep Maintenance
Completed - The scheduled maintenance has been completed.
Sep 1, 01:00 EDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Aug 31, 22:00 EDT
Scheduled - We would like to inform you that on Sunday August 31 from 10:00 PM EDT to Monday, September 01 at 01:00 AM EDT, we will be deploying important updates to our system. During this time, the system queues will operate at limited capacity for some features.

We schedule these updates during off-peak hours to minimize the impact on your experience. We appreciate your understanding and apologize for any inconvenience this may cause. Thank you for your patience as we work to enhance our services.
Aug 29, 16:42 EDT
Aug 31, 2025
Scheduled SurePrep Maintenance
Completed - The scheduled maintenance has been completed.
Aug 31, 05:00 EDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Aug 30, 23:00 EDT
Update - Update: We would like to inform you that on Saturday, August 30 from 11:00 PM EDT to Sunday, August 31 05:00 AM EDT, we will be deploying important updates to our system. During this time, the system will be unavailable for use.

We schedule these updates during off-peak hours to minimize the impact on your experience. We appreciate your understanding and apologize for any inconvenience this may cause. Thank you for your patience as we work to enhance our services.
Aug 28, 17:01 EDT
Scheduled - We would like to inform you that on Saturday, August 30 from 11:00 PM EDT to Sunday, August 31 05:00 AM EDT, we will be deploying important updates to our system. During this time, the system will be unavailable for use.

We schedule these updates during off-peak hours to minimize the impact on your experience. We appreciate your understanding and apologize for any inconvenience this may cause. Thank you for your patience as we work to enhance our services.
Aug 25, 16:21 EDT
Aug 30, 2025
Scheduled SurePrep Maintenance
Completed - The scheduled maintenance has been completed.
Aug 30, 06:00 EDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Aug 30, 00:00 EDT
Scheduled - We would like to inform you that on Saturday August 30 from 12:00 AM EDT to Saturday, Aug 30 at 06:00 AM EDT, we will be deploying important updates to our system. During this time, the system queues will operate at limited capacity for some features.

We schedule these updates during off-peak hours to minimize the impact on your experience. We appreciate your understanding and apologize for any inconvenience this may cause. Thank you for your patience as we work to enhance our services.
Aug 29, 16:40 EDT
Scheduled SurePrep Maintenance
Completed - The scheduled maintenance has been completed.
Aug 30, 00:00 EDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Aug 29, 23:30 EDT
Scheduled - We would like to inform you that on Friday August 29 from 11:30 PM EDT to Saturday, Aug 30 at 12:00 AM EDT, we will be deploying important updates to our system. During this time, the system will be unavailable for use.

We schedule these updates during off-peak hours to minimize the impact on your experience. We appreciate your understanding and apologize for any inconvenience this may cause. Thank you for your patience as we work to enhance our services.
Aug 29, 16:38 EDT
Aug 29, 2025
Scheduled TaxCaddy Maintenance
Completed - The scheduled maintenance has been completed.
Aug 29, 06:00 EDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Aug 29, 00:00 EDT
Scheduled - TaxCaddy will undergo the following maintenance period:

We would like to inform you that on Friday, August 29 from 12:00 AM EDT to Friday, August 29 06:00 AM EDT, we will be deploying important updates to our system. During this time, the system will be unavailable for use.

We schedule these updates during off-peak hours to minimize the impact on your experience. We appreciate your understanding and apologize for any inconvenience this may cause. Thank you for your patience as we work to enhance our services.
Aug 22, 07:12 EDT
Aug 28, 2025

No incidents reported.

Aug 27, 2025

No incidents reported.

Aug 26, 2025
Scheduled TaxCaddy Maintenance
Completed - The scheduled maintenance has been completed.
Aug 26, 05:30 EDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Aug 26, 02:30 EDT
Scheduled - TaxCaddy will undergo the following maintenance period:

We would like to inform you that on Tuesday, August 26 from 02:30 AM EDT to Tuesday, August 26 05:30 AM EDT, we will be deploying important updates to our system. During this time, the system will be unavailable for use.

We schedule these updates during off-peak hours to minimize the impact on your experience. We appreciate your understanding and apologize for any inconvenience this may cause. Thank you for your patience as we work to enhance our services.
Aug 25, 13:48 EDT
Aug 25, 2025
Scheduled TaxCaddy Maintenance
Completed - Today's maintenance has been cancelled.
Aug 25, 03:10 EDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Aug 25, 02:30 EDT
Scheduled - TaxCaddy will undergo the following maintenance period:

We would like to inform you that on Monday, August 25 from 02:30 AM EDT to Monday, August 25 05:30 AM EDT, we will be deploying important updates to our system. During this time, the system will be unavailable for use.

We schedule these updates during off-peak hours to minimize the impact on your experience. We appreciate your understanding and apologize for any inconvenience this may cause. Thank you for your patience as we work to enhance our services.
Aug 22, 08:49 EDT
Aug 24, 2025
Extended SurePrep Maintenance
Completed - The scheduled maintenance has been completed.
Aug 24, 09:30 EDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Aug 24, 08:05 EDT
Scheduled - We would like to inform you that the ongoing SurePrep maintenance has extended beyond the initially scheduled time and will now continue until 09:30 AM EDT. We understand this delay may disrupt your workflows, and we sincerely apologize for any inconvenience it may cause. During this period, the SurePrep services are not fully operational. We strongly advise our customers to refrain from using the services until the maintenance is completed. We appreciate your patience and understanding as we work to complete this maintenance safely and restore full functionality. We anticipate having the services available shortly and will provide updates as soon as they are restored.
Aug 24, 08:00 EDT
Scheduled SurePrep Maintenance
Completed - The scheduled maintenance has been completed.
Aug 24, 07:30 EDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Aug 23, 23:30 EDT
Scheduled - We would like to inform you that on Saturday, August 23 from 11:30 PM EDT to Sunday, August 24 7:30 AM EDT, we will be deploying important updates to our system. During this time, the system will be unavailable for use.

We schedule these updates during off-peak hours to minimize the impact on your experience. We appreciate your understanding and apologize for any inconvenience this may cause. Thank you for your patience as we work to enhance our services.
Aug 14, 22:39 EDT
Aug 23, 2025
Aug 22, 2025
Scheduled SurePrep Maintenance
Completed - The scheduled maintenance has been completed.
Aug 22, 01:00 EDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Aug 21, 22:00 EDT
Scheduled - 10:00 PM EST on Thursday, August 21 to 1:00 AM EST on Friday, August 22. Customers may experience degraded performance during this maintenance period. We schedule maintenance at times that minimize the impact to our customers, but we apologize for any inconvenience.
Aug 13, 00:58 EDT
Aug 21, 2025
Aug 20, 2025
Error in Conversations
Resolved - The issue in Conversations has been resolved. If any reports of the error re-occurs, please contact Support to relay the issue.
Aug 20, 09:16 EDT
Monitoring - Development teams have implemented a resolution and Conversations are returning without error. We will continue to monitor the status and update accordingly.
Aug 19, 13:55 EDT
Investigating - In CoCounsel Tax, Audit & Accounting when in Conversations a "There was an error loading the conversation" error occurs. Development teams have been alerted and are currently working to resolve this error.
Aug 19, 13:15 EDT
Aug 19, 2025
Aug 18, 2025

No incidents reported.

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