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Tax Preparation

Thomson Reuters UltraTax CS

Connect your tax preparation workflow with TPP.

Import / Export OnlySecure File Exchange

Thomson Reuters' professional tax software, part of the CS Professional Suite.

How the connection works

This vendor doesn't publish an open API for third-party software, so TPP supports secure file upload/download and CSV export/import instead of a live connection.

Thomson Reuters offers CS Connect and GoFileRoom for its own ecosystem, but does not publish an open API for arbitrary third-party practice-management tools. TPP supports secure file exchange and CSV import/export.

What syncs

Available via file exchange.

Thomson Reuters UltraTax CS doesn't offer a live connection, but you can move data in and out of TPP for it today.

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