Partially Degraded Service
Checkpoint Research 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 Degraded Performance
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 Feb 8, 2025 22:30 - Feb 9, 2025 07:00 EST
SurePrep's systems will undergo the following maintenance period:

10:30 PM EST on Saturday, February 08 to 07:00 AM EST on Sunday, February 09. 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.

Posted on Feb 05, 2025 - 05:35 EST
Past Incidents
Feb 7, 2025

No incidents reported today.

Feb 6, 2025

No incidents reported.

Feb 5, 2025
Resolved - Our investigation concluded that this issue was due to Lacerte’s recent update. To resolve this, you must install/update to the latest version of both the Lacerte tax software and Lacerte SDK Driver (1.0.0.476) on your workstation/environment. This update is mandatory as part of Lacerte's tax software release and is necessary to ensure continued operations. Please go to FileRoom > Admin > Account Setup > Installation & Updates to download the latest Lacerte SDK Drivers.
Feb 5, 18:06 EST
Monitoring - After reviewing the situation, it has been determined that customers who have installed or updated Lacerte Software to version 45.0203 must update their Lacerte SDK to the latest version, v1.0.0.476. This update is mandatory as part of Lacerte's tax software release and is necessary to ensure continued operations. Please click here to visit Lacerte's website and install both the 32-bit and 64-bit drivers.
Feb 4, 22:27 EST
Investigating - We are currently investigating an issue with Lacerte that might be affecting some customers during the creation of TaxCaddy DRLs, binder submissions, and the export of binder data. These issues maybe due to a recent Lacerte update. We are currently working to provide an update as soon as we have more information.
Feb 4, 17:12 EST
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.
Feb 5, 17:01 EST
Monitoring - Our metrics and internal testing 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. We will continue to monitor the environment and will provide another update at end of business day.
Feb 5, 09:25 EST
Investigating - Based on our internal monitoring, we are aware that some customers may experience slowness logging in and/or loading application icons for 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.
Feb 5, 08:57 EST
Completed - The scheduled maintenance has been completed.
Feb 5, 00:30 EST
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Feb 4, 22:30 EST
Scheduled - SurePrep's systems will undergo the following maintenance period:

10:30 PM EST on Tuesday, February 04 to 12:30 AM EST on Wednesday, February 05. 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.

Jan 31, 06:36 EST
Feb 4, 2025
Feb 3, 2025

No incidents reported.

Feb 2, 2025
Completed - The scheduled maintenance has been completed.
Feb 2, 10:00 EST
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Feb 2, 00:00 EST
Scheduled - SurePrep's systems will undergo the following maintenance period:

12:00 AM EST on Sunday, February 02 to 10:00 AM EST on Sunday, February 02. 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.

Jan 25, 10:34 EST
Completed - The scheduled maintenance has been completed.
Feb 2, 02:00 EST
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Feb 2, 00:01 EST
Scheduled - TaxCaddy will undergo the following maintenance period:

12:00 AM EST on Sunday, February 02 to 02:00 AM EST on Sunday, February 02. 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.

Jan 31, 06:20 EST
Feb 1, 2025

No incidents reported.

Jan 31, 2025

No incidents reported.

Jan 30, 2025

No incidents reported.

Jan 29, 2025
Completed - Please note that the maintenance planned for 10:30 PM EST on Saturday, February 01 to 07:00 AM EST on Sunday, February 02 has been cancelled.
Jan 29, 08:24 EST
Scheduled - SurePrep's systems will undergo the following maintenance period:

10:30 PM EST on Saturday, February 01 to 07:00 AM EST on Sunday, February 02. 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.

Jan 27, 11:23 EST
Jan 28, 2025

No incidents reported.

Jan 27, 2025

No incidents reported.

Jan 26, 2025

No incidents reported.

Jan 25, 2025
Completed - The scheduled maintenance has been completed.
Jan 25, 06:30 EST
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jan 24, 22:30 EST
Scheduled - SurePrep's systems will undergo the following maintenance period:

10:30 PM EST on Friday, January 24 to 06:30 AM EST on Saturday, January 25. 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.

Jan 20, 11:02 EST
Jan 24, 2025