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SPbinder integration

Upload Gather AI documents directly to SPbinder for organized tax preparation, document review, and streamlined workflow management.

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This integration lets users 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, GoSystem, or UltraTax CS to complete returns.

note

To use this integration, the firm must have an active SurePrep account.

SurePrep must be connected to your tax application to create binders.

To turn on SPbinder in SafeSend, the firm must have at least one of the following SurePrep services active:

1040SCAN PRO

1040SCANverify PT05OXrlyZWxsbHR0dGRkZFhuI2wZIyBaXjh98eLFy5cvT05OzszMzM3NLS0tJfGZPhH2dPWZ7cxLO57orr6R4lSQuqS93tuTVEyNo4gypdQKqTzofz1BRPvUMoUh7ZJ

1040SCANverify Onshore

Outsource Offshore

Outsource Onshore

1040SCAN ORGANIZE

You must also have a SafeSend Gather AI.

You must use CCH Axcess, GoSystem, or UltraTax CS.

Automated workflows are not currently available for this integration.

Decimals or periods in Client IDs are not currently supported.

Client IDs can't exceed 11 characters.

Permissions

Users must be granted permission to access this feature.

note

Only System Admins have access to the SafeSend Account Management
and User Management
sections.

Users must have the necessary permissions in SurePrep to view and edit binders.

Create a custom user group:

Select the Navigation Widget
.

Select Account Management
.

note

A new tab opens.

Select User Management
.

Select the User Groups
tab.

Select Add User Group
.

Enter the Name
of the group.

Enter a Description
.

note

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 apply to the group.

note

Apply only Send to SPbinder
or create a custom group with additional permissions.

Select Add Group
.

Add users to the group:

Select the Navigation Widget
.

Select Account Management
.

note

A new tab opens.

Select User Management
.

Select Edit
in the Actions
menu of the user to be updated.

Mark the Name
you created for the SPbinder integration in the User Group
section.

Select
Update
to save any changes made.

Turn on the integration

A System Admin must copy the API key from SurePrep and enter it in SafeSend to turn on the integration.

note

Only System Admins can access the Product Settings
section in SafeSend.

Only System Admins can access the Admin
section in SurePrep.

SurePrep:

Set Firm Defaults
in SurePrep. Ensure the tax application account number is mapped.

Go to the Admin
dashboard.

Select the API
tab.

Select the Firm Defaults
tab.

Select an Account Number
for your corresponding tax application (required).

Select a default Office Location
(optional).

Select whether 7216 Consent
is received (required if 7216 consent is enabled).

note

Binders processed offshore must have consent received, designated as "YES".

Go to the Admin
dashboard.

Select the API
tab.

Select the Key Management
tab.

Select Copy Key
.

SafeSend:

Select the Navigation Widget
.

Select Product Settings
.

Select Integration Options
.

Select Authenticate
in the SPbinder section.

Enter your SurePrep API Key
.

Select Confirm
.

Configuration:

Select the gear icon in the SPbinder section.

Adjust your SPbinder Defaults
as needed.

note

Select None for Leadsheet
if you don’t have Leadsheet credits available.

Select Update
to save any changes.

Send to SPbinder

Client documents can be sent to SPbinder from the Delivered Gather dashboard.

note

A fillable organizer must be included in the Gather request.

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.

The Client ID must match an existing Client ID in your tax application.

Each document must be less than 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.

Select More Action Items (...)
.

Select Send to SPbinder
.

Edit the SPbinder Defaults
as needed.

Select Send
.

Reporting

The SPbinder Status
column indicates whether the document transfer was successful or where the documents are in the transfer process.

Select the SPbinder Status
column to sort by status in ascending or descending order, or

Select the SPBinder Status
dropdown to sort by specific statuses.

N/A - Request doesn’t qualify for transfer.

note

No source documents have been uploaded, or no organizer was delivered.

Ready - Request is ready to transfer.

Processing - Request is being sent to SPbinder.

Submitted - Request was successfully sent to SPbinder, and we are waiting for SPbinder to confirm.

Error - An error occurred during the document transfer.

Completed - The documents were successfully sent to SPbinder, and a binder was created.

Troubleshooting

If the document upload fails or displays an error, review the following troubleshooting steps.

Account and settings:

Ensure users have the necessary SafeSend permissions as previously outlined.

Ensure your SurePrep account has enough units of the binder you are trying to submit.

Check the FileRoom dashboard and hover over the error icon to gather more information about the error.

Go to the File Room
dashboard.

Locate the corresponding Tax Client ID
.

Hover over the Error
icon for more information.

Upload Requirements:

Ensure a fillable organizer was included in the Gather request.

Check if the request was already submitted.

note

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.

note

If a duplicate Client ID is identified, the transfer will fail as a resubmission.

Ensure the Client ID doesn’t contain any decimals or periods.

Check that the documents being uploaded are less than the maximum file size limit.

note

Each document must be less than 78 MB.

Check that the documents being uploaded are supported file types.

note

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.

This article applies to:

Product: safesend
Subject: Integration
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SPbinder integration

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