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Setting up your integration with Easysoft
Setting up your integration with Easysoft

Connecting your Easysoft and InfoTrack accounts to get started

Product Team avatar
Written by Product Team
Updated over 2 months ago

Once you have created your InfoTrack account, you will need to get it connected to Easysoft.

Step 1: Log into your Easysoft account, select the person icon to display the drop-down menu, and select Account.

Step 2: Select the InfoTrack tab, enter in your InfoTrack username and password and click Save.

Step 3: Open a case and select either 1099-S or Title and you will be directed to InfoTrack.

If you are using one of Easysoft’s desktop products, CDF or HUD you will only need your InfoTrack password, which you will enter at the time you submit 1099-S forms.

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