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

Apr 3, 2025

No incidents reported today.

Apr 2, 2025

No incidents reported.

Apr 1, 2025

No incidents reported.

Mar 31, 2025

No incidents reported.

Mar 30, 2025

Scheduled SurePrep Maintenance

Completed - The scheduled maintenance has been completed.
Mar 30, 02:00 EDT

In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Mar 29, 23:00 EDT

Scheduled - 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.
Mar 27, 18:13 EDT

Mar 29, 2025

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