This integration allows users to securely upload Gather AI documents directly to SPbinder. SPbinder is a digital binder designed specifically for tax preparation workflows. Think of it as a smart digital filing system that not only organizes documents but also extracts data from tax documents, tracks what's missing, and streamlines the entire tax preparation and review process. With SPbinder integration, you can seamlessly go from gathering documents to the next phase of review and preparation.
SPbinder key capabilities include:
- Automatic organization - Documents are indexed and sorted following professional tax workpaper standards.
- Data extraction - Integrates with OCR technology to capture data from tax documents and populate forms.
- Missing document tracking - Identifies gaps in documents with built-in alerts and placeholders.
- Review workflow tools - Provides specialized features like leadsheets, cross-references, and collaborative notes.
- Tax software integration - Exports verified data directly to CCH Axcess™ or GoSystem® to complete returns.
Please Note:
- To use this integration, the firm must have an active SurePrep account.
- SurePrep must be connected to your tax software to create binders.
- You must also have a SafeSend Gather AI.
- You must use CCH Axcess™ or GoSystem® tax software.
- Automated workflows are not currently available for this integration.
Users must be granted permission to access this feature.
Please note:
Only System Admins have access to the SafeSend Account Management and User Management sections.
To edit users in bulk, see our User Management: Bulk Import or Edit Users article.
Users must have the appropriate permissions in SurePrep to view and edit binders.
See the SurePrep Manage Restrictions article for more information about SurePrep permissions.
Create a Custom User Group
- Click the Navigation Widget in the top right corner.
- Select Account Management.
- A new tab opens.
- Select User Management.
- Click the User Groups tab.
- Click Add User Group.
- Enter the Name of the group.
- Enter a Description.
- This can be a general description of what roles this group has.
- There is a character limit of 100 for this field.
- Select the Roles to be applied to the group.
- Apply only Send to SPbinder OR
- Create a custom group with additional permissions.
- Select Add Group.
Add Users to the Group
- Click the Navigation Widget in the top right corner.
- Select Account Management.
- A new tab opens.
- Click User Management.
- Click Edit in the Actions menu of the user to be updated.
- Check the Name you created for the SPbinder integration in the User Group section.
- Click Update to save any changes made.
A System Admin must copy the API key from SurePrep and enter it in SafeSend to enable the integration.
Please note:
Only System Admins have access to the Product Settings section in SafeSend.
Only System Admins have access to the Admin section in SurePrep.
SurePrep
See the Get started with the SurePrep API article for more information about enabling APIs.
- Navigate to the Admin dashboard.
- Click the API tab.
- Click the Key Management tab.
- Click Copy Key.
SafeSend
- Click the Navigation Widget.
- Click Product Settings.
- Click Integration Options in the left panel.
- Click Authenticate in the SPbinder section.
- Enter your SurePrep API Key.
- Click Confirm.
Configuration
- Click the gear icon in the SPbinder section.
- Adjust your SPbinder Defaults as needed.
- Click Update to save any changes.
Client documents can be sent to SPbinder from the Delivered Gather dashboard.
Please note:
- Ensure all relevant documents have been added before uploading to SPbinder.
- Each Gather request can only be submitted to SPbinder once; resubmission is not currently supported.
- The Client ID for the Gather request must be unique; otherwise, the transfer will fail as a resubmission.
- Each document must be under 78 MB.
- Supported file types include .PDF, .xls, and .xlsx.
- Transfers related to 2022 and 2023 tax year documents may fail. Tax year 2024 and later documents are supported.
- Click the More Action Items (...) icon.
- Click Send to SPbinder.
- Edit the SPbinder Defaults as needed.
- Click Send.
The SPbinder Status column indicates whether the document transfer was successful or where the documents are in the transfer process.
- Click the SPbinder Status column to sort by status in ascending or descending order OR
- Click the SPBinder Status drop-down to sort by specific statuses.
If the document upload fails or displays an error, review the troubleshooting steps below.
Account and Settings
- Ensure users have the appropriate SafeSend permissions as outlined above.
-
Ensure your SurePrep account has enough units of the binder you are trying to submit.
- See the Units Remaining article for more information.
-
Check the FileRoom dashboard and hover over the error icon to gather more information about the error.
- Navigate to the File Room dashboard.
- Locate the corresponding Tax Client ID.
- Hover over the Error icon for more information.
Upload Requirements
- Check to see if the request was already submitted.
- Each Gather request can only be submitted to SPbinder once; resubmission is not currently supported.
- Ensure that the Client ID for the Gather request is unique
- If a duplicate Client ID is identified, the transfer will fail as a resubmission.
- Check that the documents being uploaded are below the maximum file size limit.
- Each document must be under 78 MB.
- Check that the documents being uploaded are supported file types.
- Supported file types are .PDF, .xls, and .xlsx.
- Check the tax year for the Gather request.
- Transfers related to 2022 and 2023 tax year documents may fail.
- Tax year 2024 and later documents are supported.
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