Enable SurePrep for GoFileRoom integration

SurePrep is an automated electronic workpaper solution that helps automate the tax preparation process. GoFileRoom has the ability to integrate the FirmFlow process with a SurePrep binder.
This integration is free but your firm must be licensed for SurePrep.
  1. Gather your SurePrep domain (also known as Firm ID in SurePrep) information. If you have multiple domains/firm IDs, provide the primary domain first then any additional domains.
  2. Contact GoFileRoom Support to request the integration. 
    Gather the following information and enter the request for a GoFileRoom Consultant to enable SurePrep Integration:
    • Check that the upload account for the firm has FirmFlow access enabled in Manage Users and Groups.
    • Firm ID
    • Database ID
    • SurePrep domain information.

Related Content

Related Content

error-icon

error-close