Update Your Account Info

Contact Name*
First Last
Company Name*
Account Number
Contact Email*
Contact Phone*
What would you like to do?*
- Update Contact Information
- Update Financial Professional
- Add/Replace, Update, or Remove Software
- Add/Remove a User
- Update Payment Information
- Upload a File

Update Contact Information
Update Contact Name
Update Email
Update Phone
Update Fax
Update Address
Street Address City State / Province / Region ZIP / Postal Code Country
Is this a change to the primary contact?*
- Yes
- No
To change the primary contact on your account, please upload an authorization signed by an executive on company letterhead stating that a new primary contact is being assigned along with the new primary contact info.
Authorization upload*
Accepted file types: jpg, png, pdf.
Please upload either a JPG or PDF of the scanned authorization.

Update Financial Professional
Update Financial Professional Firm Name*
Update Financial Professional Contact Name*
Update Financial Professional Email*
Update Financial Professional Phone*
Update Financial Professional Address
Street Address City State / Province / Region ZIP / Postal Code Country

Add/Replace, Update, or Remove Software
Would you like to Add/Replace, Update or Remove Software?*
- Add/Replace New Software
- Update Existing Software
- Remove Software

QuickBooks Onboarding
QuickBooks Version*
- Pro
- Premier
- Enterprise
- Accountant
- Need to Purchase
*Only QuickBooks for Windows is currently supported. Unfortunately we are not able to host QuickBooks for MacOS.
QuickBooks Accountant Version*
- Pro
- Premier
- Enterprise
Industry Solution (ie. Contractor, General Business, Professional etc...)*
To determine what Industry Solution you have, simply open QuickBooks, go to 'File' and select 'Toggle to Another Edition'. In the 'Select QuickBooks Industry-Specific Edition' window, the grayed out edition is the one you use.
Year*
Tip: We support Quickbooks versions 2008 through current release.
License #*
Tip: Press [F2] in QuickBooks to find your license information
Product #*
Tip: Press [F2] in QuickBooks to find your product information

QuickBooks Onboarding
QuickBooks Version*
- Pro
- Premier
- Enterprise
- Accountant
- Need to Purchase
*Only QuickBooks for Windows is currently supported. Unfortunately we are not able to host QuickBooks for MacOS.
QuickBooks Accountant Version*
- Pro
- Premier
- Enterprise
Industry Solution (ie. Contractor, General Business, Professional etc...)*
To determine what Industry Solution you have, simply open QuickBooks, go to 'File' and select 'Toggle to Another Edition'. In the 'Select QuickBooks Industry-Specific Edition' window, the grayed out edition is the one you use.
Year*
Tip: We support Quickbooks versions 2008 through current release.
License #*
Tip: Press [F2] in QuickBooks to find your license information
Product #*
Tip: Press [F2] in QuickBooks to find your product information

QuickBooks Onboarding
QuickBooks Version*
- Pro
- Premier
- Enterprise
- Accountant
- Need to Purchase
*Only QuickBooks for Windows is currently supported. Unfortunately we are not able to host QuickBooks for MacOS.
QuickBooks Accountant Version*
- Pro
- Premier
- Enterprise
Industry Solution (ie. Contractor, General Business, Professional etc...)*
To determine what Industry Solution you have, simply open QuickBooks, go to 'File' and select 'Toggle to Another Edition'. In the 'Select QuickBooks Industry-Specific Edition' window, the grayed out edition is the one you use.
Year*
Tip: We support Quickbooks versions 2008 through current release.
License #*
Tip: Press [F2] in QuickBooks to find your license information
Product #*
Tip: Press [F2] in QuickBooks to find your product information

QuickBooks Onboarding
QuickBooks Version*
- Pro
- Premier
- Enterprise
- Accountant
- Need to Purchase
*Only QuickBooks for Windows is currently supported. Unfortunately we are not able to host QuickBooks for MacOS.
QuickBooks Accountant Version*
- Pro
- Premier
- Enterprise
Industry Solution (ie. Contractor, General Business, Professional etc...)*
To determine what Industry Solution you have, simply open QuickBooks, go to 'File' and select 'Toggle to Another Edition'. In the 'Select QuickBooks Industry-Specific Edition' window, the grayed out edition is the one you use.
Year*
Tip: We support Quickbooks versions 2008 through current release.
License #*
Tip: Press [F2] in QuickBooks to find your license information
Product #*
Tip: Press [F2] in QuickBooks to find your product information

QuickBooks Onboarding
QuickBooks Version*
- Pro
- Premier
- Enterprise
- Accountant
- Need to Purchase
*Only QuickBooks for Windows is currently supported. Unfortunately we are not able to host QuickBooks for MacOS.
QuickBooks Accountant Version*
- Pro
- Premier
- Enterprise
Industry Solution (ie. Contractor, General Business, Professional etc...)*
To determine what Industry Solution you have, simply open QuickBooks, go to 'File' and select 'Toggle to Another Edition'. In the 'Select QuickBooks Industry-Specific Edition' window, the grayed out edition is the one you use.
Year*
Tip: We support Quickbooks versions 2008 through current release.
License #*
Tip: Press [F2] in QuickBooks to find your license information
Product #*
Tip: Press [F2] in QuickBooks to find your product information

QuickBooks Onboarding
QuickBooks Version*
- Pro
- Premier
- Enterprise
- Accountant
- Need to Purchase
*Only QuickBooks for Windows is currently supported. Unfortunately we are not able to host QuickBooks for MacOS.
QuickBooks Accountant Version*
- Pro
- Premier
- Enterprise
Industry Solution (ie. Contractor, General Business, Professional etc...)*
To determine what Industry Solution you have, simply open QuickBooks, go to 'File' and select 'Toggle to Another Edition'. In the 'Select QuickBooks Industry-Specific Edition' window, the grayed out edition is the one you use.
Year*
Tip: We support Quickbooks versions 2008 through current release.
License #*
Tip: Press [F2] in QuickBooks to find your license information
Product #*
Tip: Press [F2] in QuickBooks to find your product information

QuickBooks Onboarding
QuickBooks Version*
- Pro
- Premier
- Enterprise
- Accountant
- Need to Purchase
*Only QuickBooks for Windows is currently supported. Unfortunately we are not able to host QuickBooks for MacOS.
QuickBooks Accountant Version*
- Pro
- Premier
- Enterprise
Industry Solution (ie. Contractor, General Business, Professional etc...)*
To determine what Industry Solution you have, simply open QuickBooks, go to 'File' and select 'Toggle to Another Edition'. In the 'Select QuickBooks Industry-Specific Edition' window, the grayed out edition is the one you use.
Year*
Tip: We support Quickbooks versions 2008 through current release.
License #*
Tip: Press [F2] in QuickBooks to find your license information
Product #*
Tip: Press [F2] in QuickBooks to find your product information

QuickBooks Onboarding
QuickBooks Version*
- Pro
- Premier
- Enterprise
- Accountant
- Need to Purchase
*Only QuickBooks for Windows is currently supported. Unfortunately we are not able to host QuickBooks for MacOS.
QuickBooks Accountant Version*
- Pro
- Premier
- Enterprise
Industry Solution (ie. Contractor, General Business, Professional etc...)*
To determine what Industry Solution you have, simply open QuickBooks, go to 'File' and select 'Toggle to Another Edition'. In the 'Select QuickBooks Industry-Specific Edition' window, the grayed out edition is the one you use.
Year*
Tip: We support Quickbooks versions 2008 through current release.
License #*
Tip: Press [F2] in QuickBooks to find your license information
Product #*
Tip: Press [F2] in QuickBooks to find your product information

QuickBooks Onboarding
QuickBooks Version*
- Pro
- Premier
- Enterprise
- Accountant
- Need to Purchase
*Only QuickBooks for Windows is currently supported. Unfortunately we are not able to host QuickBooks for MacOS.
QuickBooks Accountant Version*
- Pro
- Premier
- Enterprise
Industry Solution (ie. Contractor, General Business, Professional etc...)*
To determine what Industry Solution you have, simply open QuickBooks, go to 'File' and select 'Toggle to Another Edition'. In the 'Select QuickBooks Industry-Specific Edition' window, the grayed out edition is the one you use.
Year*
Tip: We support Quickbooks versions 2008 through current release.
License #*
Tip: Press [F2] in QuickBooks to find your license information
Product #*
Tip: Press [F2] in QuickBooks to find your product information

QuickBooks Onboarding
QuickBooks Version*
- Pro
- Premier
- Enterprise
- Accountant
- Need to Purchase
*Only QuickBooks for Windows is currently supported. Unfortunately we are not able to host QuickBooks for MacOS.
QuickBooks Accountant Version*
- Pro
- Premier
- Enterprise
Industry Solution (ie. Contractor, General Business, Professional etc...)*
To determine what Industry Solution you have, simply open QuickBooks, go to 'File' and select 'Toggle to Another Edition'. In the 'Select QuickBooks Industry-Specific Edition' window, the grayed out edition is the one you use.
Year*
Tip: We support Quickbooks versions 2008 through current release.
License #*
Tip: Press [F2] in QuickBooks to find your license information
Product #*
Tip: Press [F2] in QuickBooks to find your product information

QuickBooks Onboarding
QuickBooks Version*
- Pro
- Premier
- Enterprise
- Accountant
- Need to Purchase
*Only QuickBooks for Windows is currently supported. Unfortunately we are not able to host QuickBooks for MacOS.
QuickBooks Accountant Version*
- Pro
- Premier
- Enterprise
Industry Solution (ie. Contractor, General Business, Professional etc...)*
To determine what Industry Solution you have, simply open QuickBooks, go to 'File' and select 'Toggle to Another Edition'. In the 'Select QuickBooks Industry-Specific Edition' window, the grayed out edition is the one you use.
Year*
Tip: We support Quickbooks versions 2008 through current release.
License #*
Tip: Press [F2] in QuickBooks to find your license information
Product #*
Tip: Press [F2] in QuickBooks to find your product information

Quicken Onboarding
Quicken Version*
- Starter Edition
- Deluxe
- Premier
- Home, Business & Rental Property
Quicken Year*
Serial Number*
Quicken ID*

Sage 100 Contractor Onboarding
Will Sage Reseller or IT Consultant Perform Migration?*
- Yes - My Sage Reseller will perform migration
- Yes - My IT Consultant will perform migration
- No - I need an IT Consultant referred by Trapp Technology to perform migration
Sage Reseller Information
Sage Reseller Company Name*
Sage Reseller Main Contact Full Name*
Sage Reseller Email Address*
Sage Reseller Phone Number*
IT Consultant Information
IT Consultant Company Name*
IT Consultant Full Name*
IT Consultant Email Address*
IT Consultant Phone Number*

Do you already own Sage 100 Contractor/Master Builder?*
- Yes - I own Sage 100 Contractor/Master Builder
- No - I need to purchase
Which version of Sage 100 Contractor/Master Builder do you own?*
Country Version*
- United States
- Canada
- Australia
- Other
Other Country Version*
Which country version of Master Builder do you have?
Sage Client ID*
Sage Registration/Company Name*

Sage 100 ERP Onboarding
Will Sage Reseller or IT Consultant Perform Migration?*
- Yes - My Sage Reseller will perform migration
- Yes - My IT Consultant will perform migration
- No - I need an IT Consultant referred by Trapp Technology to perform migration
Sage Reseller Information
Sage Reseller Company Name*
Sage Reseller Main Contact Full Name*
Sage Reseller Email Address*
Sage Reseller Phone Number*
IT Consultant Information
IT Consultant Company Name*
IT Consultant Full Name*
IT Consultant Email Address*
IT Consultant Phone Number*

Do you already own Sage 100 ERP?*
- Yes - I own Sage 100 ERP
- No - I need to purchase
What is your Sage 100 ERP release date year?*
Which version do you own?
Country Version
- United States
- Canada
- Australia
- Other
Other Country Version*

Sage 300 ERP Onboarding
Will Sage Reseller or IT Consultant Perform Migration?*
- Yes - My Sage Reseller will perform migration
- Yes - My IT Consultant will perform migration
- No - I need an IT Consultant referred by Trapp Technology to perform migration
Sage Reseller Information
Sage Reseller Company Name*
Sage Reseller Main Contact Full Name*
Sage Reseller Email Address*
Sage Reseller Phone Number*
IT Consultant Information
IT Consultant Company Name*
IT Consultant Full Name*
IT Consultant Email Address*
IT Consultant Phone Number*

Do you already own Sage 300 ERP?*
- Yes - I own Sage 300 ERP
- No - I need to purchase
What is your Sage 300 ERP release date year?*
Which version do you own?
Country Version
- United States
- Canada
- Australia
- Other
Other Country Version*

Sage 300 CRE Onboarding
Will Sage Reseller or IT Consultant Perform Migration?*
- Yes - My Sage Reseller will perform migration
- Yes - My IT Consultant will perform migration
- No - I need an IT Consultant referred by Trapp Technology to perform migration
Sage Reseller Information
Sage Reseller Company Name*
Sage Reseller Main Contact Full Name*
Sage Reseller Email Address*
Sage Reseller Phone Number*
IT Consultant Information
IT Consultant Company Name*
IT Consultant Full Name*
IT Consultant Email Address*
IT Consultant Phone Number*

Do you already own Sage 300 CRE/Timberline*
- Yes - I own Sage 300 CRE/Timberline
- No - I need to purchase
Country Version
- United States
- Canada
- Austratlia
- Other
Other Country Version*
Sage Client ID*
Sage Registration/Company Name*

Lacerte Onboarding
Lacerte Version Year*
What is the release year of your Lacerte?
Lacerte Login Name*
For security reasons you will need to email your Lacerte password to Trapp Technology

ProSeries Tax Onboarding
ProSeries Website Username*
What is your username for the ProSeries website login?
ProSeries Version Year*
What is the release year of your ProSeries?
ProSeries Purchase Location Zip Code*
Enter the zip code from where ever the ProSeries purchase was made.
Intuit Customer Number*
Please list the states you need the tax information installed for:
(i.e. Arizona, California, Washington, etc.)
For security reasons you will need to email your ProSeries website password to Trapp Technology

AccountEdge Onboarding
AccountEdge Version*
- Basic
- Pro
Country Version*
- United States
- Canada
- Other
Other AccountEdge Country Version*
Which country version of AccountEdge do you have?
Year*
Registration Number*

CYMA Onboarding
CYMA Version*
- Financial Management System
- Not-For-Profit Edition
System Manager Serial #*

Drake Tax Solution Onboarding
Drake Website Username*
What is your username for the Drake website login?
For security reasons you will need to email your Drake website password to Trapp Technology
Drake Account Number*
What is your account number for Drake?
Drake Version Year*
What is the release year of your Drake?
Drake Serial Number*
What is your serial number for Drake?
EFIN Number*

Ultratax Onboarding
*Current installation of UltraTax and CS Professional Suite must be a terminal server license.
UltraTax Version Year*
Current UltraTax CS Username*
Current UltraTax CS Password*
UltraTax PIN Number*
Firm ID*
Current UltraTax Zip Code*

Custom Software Solution Onboarding
Software Name*
Software Year of Release*
Software Version*
Software License Key*

Update Existing Software
Software application to update*
Other software to update name*
Name of third-party software to update*
Version and year of software to update*
All updates will happen after hours between 9pm-6am unless noted otherwise:

Remove Software
Software application to remove*
Other software to remove name*
Name of third-party software to remove*
Version and year of software to remove*

Add or Remove Users
Choose One or Both*
- Add User(s)
- Remove User(s)
User Information for Users to Add*
Full Name Email Address PC or MAC Associated Software Phone Number
User Information For Users to Remove*
Full Name Email Address PC or MAC Associated Software Phone Number
Additional Notes
(Ex. special grouping or user permissions)
Upload File(s)
(Maximum of five files)
Drop files here or

Accepted file types: txt, pdf, xls, xlsx, doc, docx, csv.

File Upload
Once clicking ‘Submit’ at the end of this form, you will upload your file(s) from the confirmation page.

Update System Specs
What system updates would you like to make?
- Update data storage usage
- Update CPU requirements
- Update RAM requirements
New data storage needs*
If unsure, just indicate "Need help from Trapp associate"
New CPU requirements*
If unsure, just indicate "Need help from Trapp associate"
New RAM requirements*
If unsure, just indicate "Need help from Trapp associate"

Confirmation of Accuracy
Please check below*
I confirm that all information submitted is to the best of my knowledge, complete and accurate.
Billing consent*
I understand that requests to add software, users, or other resources may result in an increase in charges.

Full Name	Email Address	PC or MAC	Associated Software	Phone Number

Update Contact Information

Update Financial Professional

Add/Replace, Update, or Remove Software

Add/Replace Software

QuickBooks Onboarding

QuickBooks Onboarding

QuickBooks Onboarding

QuickBooks Onboarding

QuickBooks Onboarding

QuickBooks Onboarding

QuickBooks Onboarding

QuickBooks Onboarding

QuickBooks Onboarding

QuickBooks Onboarding

QuickBooks Onboarding

Quicken Onboarding

Sage 50 Onboarding

Sage 100 Contractor Onboarding

Sage Reseller Information

IT Consultant Information

Sage 100 ERP Onboarding

Sage Reseller Information

IT Consultant Information

Sage 300 ERP Onboarding

Sage Reseller Information

IT Consultant Information

Sage 300 CRE Onboarding

Sage Reseller Information

IT Consultant Information

Lacerte Onboarding

ProSeries Tax Onboarding

AccountEdge Onboarding

CYMA Onboarding

Drake Tax Solution Onboarding

Ultratax Onboarding

Custom Software Solution Onboarding

Third-Party Add-ins

Update Existing Software

Remove Software

Add or Remove Users

Update Payment Information

Pay by ACH

Payment Instructions

Bank Account Information

Pay by Credit Card

Payment Instructions

Card Information

File Upload

Once clicking ‘Submit’ at the end of this form, you will upload your file(s) from the confirmation page.

Update System Specs

Confirmation of Accuracy