Hi all,

I'm building a vertical SaaS platform for CPA firms that uses AI to parse client tax documents (W-2s, 1099s, K-1s, etc.) into structured data. I'd like to push that structured data directly into UltraTax CS so preparers don't have to re-key it manually.

A few things I'm trying to figure out:

1. API availability – Does Thomson Reuters offer a public or partner API for UltraTax CS that supports importing structured tax form data into a return? If so, what's the process to request access?
2. Supported import formats – If there's no direct API, what are the supported mechanisms for getting external data into UltraTax CS (e.g., a documented data interchange/import format, Source Data Entry, .csv/spreadsheet import, or any developer toolkit)?
3. Partner/developer program – Is there a Thomson Reuters developer or integration partner program for ISVs that want to build official integrations with UltraTax CS? What are the requirements and how do I apply?
4. Authentication & security – For any supported integration path, what does authentication look like, and are there requirements I should be aware of for handling taxpayer data?

My goal is to save preparers time on data entry, reduce transcription errors, and improve throughput per return. Any pointers to documentation, the right contact, or the correct program to apply to would be hugely appreciated.

Thanks!