Enabling access to online research tools

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

If you subscribe to our online research tools, such as Checkpoint, you can access those services from within UltraTax CS. Follow these steps to enable access to these tools in UltraTax CS.

  1. Choose Setup > User Preferences.
  2. In the User Preferences dialog, click the Research tab.
  3. Mark the checkboxes for the online research tools that you want to access from within UltraTax CS. Highlight each checkbox to view a description of the methods of access that marking the checkbox will enable in UltraTax CS.

    Note: You must have a subscription to these services in order to access them from within UltraTax CS. To subscribe, visit Tax.ThomsonReuters.com, or call 800.431.9025.

  4. Click OK to close the User Preferences dialog.

Related topics

Online research tools overview

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