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Why does linking Engager to TaxCalc fail if I'm not on Cloud Connect?

You need to be on TaxCalc Cloud Connect. Engager is a web based app, so it can only integrate with a TaxCalc account that is set up on Cloud Connect, not Network or Standalone.

How to fix it

  1. Complete Advanced Security for your TaxCalc Cloud Connect account.
  2. Migrate a backup of your database to the cloud.
  3. Try linking Engager to TaxCalc again.