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
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

Scheduled Maintenance

Scheduled SurePrep Maintenance Mar 29, 2025 23:00 - Mar 30, 2025 02:00 EDT

We would like to inform you that on Saturday, March 29 from 11:00 PM EDT to Sunday, March 30 2:00 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.
Posted on Mar 27, 2025 - 18:13 EDT
Mar 29, 2025

No incidents reported today.

Mar 28, 2025

No incidents reported.

Mar 27, 2025

No incidents reported.

Mar 26, 2025
CS Connect - UltraTax CS / Accounting CS
Resolved - This incident has been resolved.
Mar 26, 09:48 EDT
Monitoring - Following yesterday afternoon's brief maintenance window, CS Connect e-file services and the Electronic Filing Live area on the UltraTax CS homepage are fully operational. For returns where erroneous state e-file rejections or errors occurred, Thomson Reuters is automatically re-processing and transmitting those e-files. There is no action needed on your part. We expect to complete transmission of these returns today.
Mar 25, 09:20 EDT
Identified - CS Connect maintenance has completed and acknowledgements can be retrieved via CS Connect. Additionally, the Electronic Filing Live on the UltraTax CS Homepage can be accessed. We will provide an update for State Returns that were previously rejected due to absence of the Federal Return as soon as we have more information.
Mar 24, 18:10 EDT
Investigating - We are completing a brief maintenance window on CS Connect. During this time, you will be unable to retrieve any acknowledgements. You may also receive an error accessing Electronic Filing Live on the homepage of UltraTax CS as well as receive state rejections due to absence of the associated federal return. We will update this when our maintenance is complete.
Mar 24, 16:35 EDT
Mar 25, 2025
CoCounsel for Tax, Audit & Accounting - Degraded Performance
Resolved - Our metrics and internal testing indicate CoCounsel for Tax, Audit & Accounting remain in a healthy state. In addition, no new customer contacts have been received that are associated with this issue. Given this, we will move this incident to resolved status.
Mar 25, 16:40 EDT
Investigating - We are aware that response times are suffering from increased error rates and degraded speed due to issues with our AI providers. We are currently working to restore services and will provide an update as soon as we have more information.
Mar 25, 16:17 EDT
Mar 24, 2025
Mar 23, 2025
Scheduled SurePrep Maintenance
Completed - The scheduled maintenance has been completed.
Mar 23, 01:00 EDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Mar 22, 23:00 EDT
Scheduled - We would like to inform you that on Saturday, March 22 from 11:00 PM EDT to Sunday, March 23 1:00 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.
Mar 19, 20:15 EDT
Mar 22, 2025
Mar 21, 2025

No incidents reported.

Mar 20, 2025
Virtual Office CS/Software as a Service - US
Resolved - Our metrics and internal testing continue to indicate Virtual Office CS and Software as a Service remain in a healthy state. In addition, no new customer contacts have been received that are associated with this issue. Given this, we will move this incident to resolved status.
Mar 20, 16:28 EDT
Update - We have tested and implemented a fix that restored all services in Virtual Office CS and Software as a Service. We are closely monitoring the changes and customer contacts to ensure the issue has been fully remediated.
Mar 20, 14:23 EDT
Monitoring - We have tested and implemented a fix that restored most services in Virtual Office CS and Software as a Service. Some users may intermittently encounter issues in the environment until we fully resolve the issue. We are closely monitoring the changes and customer contacts. We will continue to provide you updates on the status of the environment.
Mar 20, 12:04 EDT
Identified - We have identified the issue causing some customers to experience slowness within applications or being unable to open applications in Virtual Office CS or Software as a Service. We are working on a fix to restore all services. We will provide another update as soon as we have more information.
Mar 20, 11:00 EDT
Investigating - Based on our internal monitoring, we are aware that some customers may experience slowness within applications or are unable to open applications in Virtual Office or Software as a Service. We are currently working to restore services and will provide an update as soon as we have more information.
Mar 20, 09:50 EDT
Mar 19, 2025
Intermittent FirmFlow errors in GoFileRoom: "An error has occurred. Please refresh the browser."
Resolved - This incident has been resolved.
Mar 19, 12:49 EDT
Monitoring - At this time, FirmFlow and Sureprep Integration appear to be stable. We are monitoring the services to see if the issue has been resolved.
Mar 18, 16:50 EDT
Identified - Users of FirmFlow may receive intermittent error messages "An error has occurred. Please refresh the browser". This issue also can impact the availability of the SurePrep button at this time. We have Identified the issue and are urgently working towards a resolution.
Mar 18, 14:07 EDT
Scheduled SurePrep Maintenance
Completed - The scheduled maintenance has been completed.
Mar 19, 00:00 EDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Mar 18, 23:00 EDT
Scheduled - We would like to inform you that on Tuesday, March 18, from 11:00 PM EST to Wednesday, March 19, 12:00 AM EST, we will be deploying important updates to our system. During this hour, you may experience some slowness in certain areas of the application as we roll out these changes. 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
Mar 18, 16:28 EDT
Mar 18, 2025
SurePrep - Slowness within SPbinder and delays exporting data to tax software
Resolved - Our metrics and internal testing continue to indicate performance within SurePrep remains in a healthy state. In addition, no new customer contacts have been received associated with this issue. Given this, we will move this incident to resolved status.
Mar 18, 16:17 EDT
Monitoring - We have implemented a fix to resolve the delays or slowness when accessing SurePrep binders, exporting data to their tax software, and navigating through Verification wizards. With that fix, we have observed an improvement in system performance. We will continue to closely monitor our internal metrics and customer contacts to ensure the issue is fully resolved.
Mar 18, 10:51 EDT
Investigating - Some customers are experiencing delays or slowness when accessing SurePrep binders, exporting data to their tax software, and navigating through Verification wizards. Users may encounter errors during these processes. SurePrep engineers are currently investigating the issue. Incident updates will be posted here: https://taxprofessionals-status.hostedtax.thomsonreuters.com/
Mar 18, 10:37 EDT
Mar 17, 2025
SurePrep - SPbinder slowness and delays exporting data to tax software
Resolved - Our metrics and internal testing continue to indicate performance within SurePrep remains in a healthy state. In addition, no new customer contacts have been received associated with this issue. Given this, we will move this incident to resolved status.
Mar 17, 19:00 EDT
Monitoring - We have implemented a fix to resolve the slowness encountered with SPbinder processing, exporting data and navigating through Verification wizards. With that fix, we have observed an improvement in system performance. We will continue to closely monitor our internal metrics and customer contacts to ensure the issue is fully resolved.
Mar 17, 16:25 EDT
Identified - We have identified and are working on implementing a fix to resolve the slowness issues within SurePrep. We will provide another update as soon as we have more information.
Mar 17, 13:43 EDT
Investigating - Some customers are experiencing delays with SPbinder processing, exporting data from their tax software, and navigating through Verification wizards. Users may encounter errors during these processes. SurePrep engineers are currently investigating the issue. Incident updates will be posted here: https://taxprofessionals-status.hostedtax.thomsonreuters.com/
Mar 17, 11:46 EDT
Mar 16, 2025
Scheduled SurePrep Maintenance
Completed - The scheduled maintenance has been completed.
Mar 16, 01:00 EDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Mar 15, 20:00 EDT
Scheduled - SurePrep's systems will undergo the following maintenance period:

8:00 PM EST on Saturday, March 15 to 1:00 AM EST on Sunday, March 16. Customers will be unable to connect during this maintenance period. We schedule maintenance at times that minimize the impact to our customers, but we apologize for any inconvenience.
Mar 13, 20:23 EDT
Mar 15, 2025
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