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.
- 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.
- 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.
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Set up SurePrep
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