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Manage binders from FileRoom
After users have created their client' binder, they can continue to manage its activity and contents all from within FileRoom. Add documents that may have been missed during binder creation, create folders to organize a binder's content, link binders to TaxCaddy accounts and more, all from within FileRoom.
Review the
Related content
section for guidance on managing existing binders from FileRoom. This article applies to:
- PRODUCT: SurePrep
Related Content
-
Link binders
Format:
Article,
1 min read
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Lock and unlock binders
Format:
Article,
4 min read
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Transfer ownership
Format:
Article,
3 min read
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Grant Support access
Format:
Article,
5 min read
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View files
Format:
Article,
5 min read
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View job info
Format:
Article,
1 min read
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Print a clean PDF (without annotations)
Format:
Article,
5 min read
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Resubmit a binder that fails submission
Format:
Article,
2 min read
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Send binders back to SurePrep processing
Format:
Article,
3 min read
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Delete binders
Format:
Article,
5 min read
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Troubleshoot: Unable to add documents to binder or TaxCaddy Client Profile
Format:
Article,
10 min read