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
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
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
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
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
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
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
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.