Thomson Reuters Tax and Accounting Professionals Status

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

Past Incidents

Mar 18, 2025

No incidents reported today.

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

Mar 14, 2025

No incidents reported.

Mar 13, 2025

SurePrep - SPbinder Slowness

Resolved - Our metrics and internal testing continue to indicate opening and working within SurePrep Binders remain 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 13, 18:56 EDT

Monitoring - We have implemented a fix to resolve the slowness encountered when opening and working within SurePrep Binders, and 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 13, 18:12 EDT

Investigating - Based on our internal monitoring, we are aware that some customers may be experiencing slowness when opening and working within SurePrep binders. We are currently working to resolve and will provide an update as soon as we have more information.
Mar 13, 17:17 EDT

Mar 12, 2025

SurePrep - TaxCaddy Slowness

Resolved - We have tested and implemented a fix that restored all services in TaxCaddy. 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 12, 12:39 EDT

Investigating - Based on our internal monitoring, we are aware that some customers are experiencing slowness in TaxCaddy. We are currently working to resolve and will provide an update as soon as we have more information.
Mar 12, 10:47 EDT

Mar 11, 2025

No incidents reported.

Mar 10, 2025

No incidents reported.

Mar 9, 2025

Scheduled SurePrep Maintenance

Completed - The scheduled maintenance has been completed.
Mar 9, 01:30 EST

In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Mar 8, 22:30 EST

Scheduled - SurePrep's systems will undergo the following maintenance period:

10:30 PM EST on Saturday, March 08 to 01:30 AM EST on Sunday, March 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.
Mar 7, 14:35 EST

Mar 8, 2025

Mar 7, 2025

No incidents reported.

Mar 6, 2025

SurePrep - Connectivity Issues - Binders with "In Verification" Status

Resolved - Our metrics and internal testing continue to indicate the connectivity issues primarily with opening binders with a status of "In Verification" remain 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 6, 19:36 EST

Update - SurePrep teams are continuing to monitor the system status following the fix implemented earlier today for the connectivity issues in relation primarily to opening binders with a status of "In Verification." We will continue to closely monitor our internal metrics and customer contacts to ensure the issue is fully resolved.
Mar 6, 16:44 EST

Monitoring - We have implemented a fix to resolve the SurePrep-related connectivity issues. We will continue to closely monitor our internal metrics and customer contacts to ensure the issue is fully resolved.
Mar 6, 14:50 EST

Investigating - We have received reports that some customers are experiencing connectivity issues within SurePrep. SurePrep engineers are investigating at this time. We will provide an update when we have further information.
Mar 6, 12:33 EST

SurePrep - Errors Navigating and Performing Functions

Resolved - Our metrics and internal testing continue to indicate navigating and performing functions within SurePrep remain 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 6, 19:34 EST

Monitoring - We are aware some customers were experiencing errors navigating and performing functions within SurePrep. A fix has been implemented. We will continue to closely monitor our internal metrics and customer contacts to ensure the issue is fully resolved.
Mar 6, 16:56 EST

Mar 5, 2025

No incidents reported.

Mar 4, 2025

No incidents reported.