WebScan and save the document to your client's Submit to SurePrep folder. See "Scanning Documents" for instructions, but do not attach the scanned file to your original or another … WebBegin the binder creation process where the tax documents are: your client’s TaxCaddy profile. Once a taxpayer has submitted a sufficient number of documents to begin the tax return, click Create Binder on your client’s TaxCaddy profile. A …
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WebThe SP binder platform is inefficient for us to use as well, but some will not sacrifice the ability to export the data into our software. nopeouttaheer • 1 yr. ago Set up my PDF … WebLogging In. Follow these steps to log into the system: Open Internet Explorer. Type www.sureprep.com in the Address line.; Click Client Login. The SurePrep User Login … thurston lo leather shoes
How
WebIris is converging its Star and Practice Engine practice management applications. The company has not yet chosen a name for a combined product, but told attendees at its … Web1. Open your SurePrep account. The homepage is usually on the FileRoom tab. If not, go to the right most part of your screen, click the drop-down arrow and select … WebSurePrep Binder & FirmFlow Integration & Configuration Setup GoFileRoom Firm Administrator Setup: Contact GoFileRoom Support at 866-GO-FILE-1 or … thurston lopes