Set up branches and office share

You can set up branches if you have multiple offices using the same installation of UltraTax CS. You can also use the multi-office set up if multiple firms use the same office and same installation of UltraTax CS.
Office share and branch license agreements let you have multiple sets of client documents, print options, invoice prices, and other office-wide files. Each office or branch maintains separate information.
The following steps outline the recommended process for setting up branches or office share.
  1. Install the branch or office-share licensing.
  2. Add multiple data locations.
  3. Add additional offices.
  4. Assign preparers and default settings to the correct firm or branch.
  5. Each staff member sets their user preference to specify what data location they'll use for preparing returns.

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