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Connecting your Easysoft and InfoTrack accounts to get started

Setting up your integration with Easysoft

Placing 1099-S orders and title search orders with Easysoft and InfoTrack

How to place an order through Easysoft

How to prepare 1099-S substitute form

Using multiple filings to allocate gross proceeds accurately

How to file separate 1099-S forms for multiple sellers

Placing 1099-S filings with Easysoft CDF and HUD

How to file a 1099-S form within Easysoft CDF or HUD

Correcting information on a 1099-S filing after submission

How to make corrections to a 1099-S filing within Easysoft CDF and HUD

Identifying and fixing problems between Easysoft and InfoTrack

Troubleshooting Invalid Filer TaxID and Password messaging within Easysoft CDF and HUD

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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