Triva isn't available right now.
Check out the support page for our phone number and hours
Solutions
-
Corporations
-
Governments
Success stories
-
A true competitive advantage
Law firm Zarin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
-
Workflow transformation drives impact
Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
-
The forefront of audit tech
A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
Questions? We are here to help.
Products
-
Tax, audit & accounting
Recommended products
-
CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
-
CoCounsel Tax
Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.
-
CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
Questions? We are here to help.
Purchase
Resources
-
Product training
-
Product communities
-
Developers
Highlights
-
2026 SKILLS Showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
-
Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
-
Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Step 7 - Finalization
The Finalization wizard indicates the completion of the Review process. This step appears only if you submitted a binder without leads or with Simplified Leadsheets.
When working in a client's binder made without leads, the
Export data to tax software (make sure the tax return is closed before exporting)
checkbox will be auto-selected by default. Applicable to 1040SCANverify and 1040SCAN PRO/PRO+. The ability to auto-export data is not available for UltraTax CS and Lacerte.
note
In the New Form Review (NFR) step, SurePrep verifiers (i.e. 1040SCANverify service) may leave some documents unmatched if a clear match cannot be found. However, if your firm has chosen to skip the NFR step, the unmatched form will be added as a new entity in the INDEX TREE tab in SPbinder.
In the Finalization window, if you have opted to automatically export data to the tax software (i.e., "Export data to _____"), the exported data will appear as a new form in the tax software instead of populating the existing proforma form. To avoid this, we recommend closing the export window when it launches.
Open SPBinder
Open SPbinder will be auto-selected by default. Below this, you will see the following option: Create PBFX (Portable Binder Format):
- Will give you the ability to access and save the binder at the desired location.
Create PBFX (Portable Binder Format)
Select the
Create PBFX file (Portable Binder Format)
checkbox to save the binder to your preferred location on your device. You will be able to access the binder from the location you choose.
After you've indicated your preferences in the Finalization wizard, you can select
FINISH
.
If you've chosen to select the
Create PBFX
checkbox, the download will begin and the PBFX successfully downloaded
window will appear indicating that you've selected FINISH
. Select OK
to close this dialog box and return to Review Wizard.
note
The downloaded PBFX file will be titled
exportToTaxSoftware-binderId_[current binder ID].pbfx
.Create SPbinder PDF
The
Create SPbinder PDF (you can also do this in SurePrep FileRoom)
checkbox enables the creation of a bookmarked PDF file containing the source documents of the binder submitted. Select this checkbox if you'd like to generate this SPbinder PDF.
note
This option will only appear when viewing binders without leadsheets. Binders with leadsheets will not display the
Create SPbinder PDF
checkbox.If you'd prefer to create an SPbinder PDF at a later time, you can do so either from FileRoom using the
SPbinder PDF
feature, or you can create the PDF from SPbinder directly.
This article applies to:
- PRODUCT: SurePrep
- Sub-Product: 1040Scan
Related Content
-
Step 6 - New Form Review (NFR)
Format:
Article,
13 min read
-
Opening an auto-verified binder
Format:
Article