Setting up your integration with Easysoft

Connecting your Easysoft and InfoTrack accounts to get started

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 of submitting 1099-S forms.

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