The Partner Verification option is located in the Setup Assistant. Partner verification is used for synchronizing data such as banking information (Bank Products), Versicom, Protection Plus, and also all of your settlement solutions data from UltimateTax and all other partners. Prior to e-filing returns, you must download your partner verification data. If at any point this data is incorrect, ensure to click Refresh Data to connect and update your system with the most recent information.
This information applies to 2014 to the current versions of the UltimateTax software.
Solution Article:
Partner Verification is not Loading/Refreshing
