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.
Add SurePrep barcode from TaxCaddy
SurePrep lets you place barcodes on uploaded 1040 documents that require special treatment from SurePrep. You can stamp a document with a barcode directly from TaxCaddy without manually downloading the document first. When a binder is submitted for verification, SurePrep's verifiers will process stamped documents based on the barcode type.
note
SurePrep doesn't review auto-verified (Native PDF) pages during verification unless they appear for review. You can add SurePrep barcodes on pages that require special attention from SurePrep.
Follow these steps to add SurePrep barcodes to uploaded documents in TaxCaddy:
- Select a client tile from theOverviewscreen.
- SelectUploaded Documents. then the document tile.
- Select theHometab it is not selected by default.
- Select theBarcode
icon on the navigation bar.
noteTheBarcode icon will only appear in the navigation bar for uploaded 1040 documents. Barcodes can't be placed on 1041 documents.
- Select the barcode from the dropdown.
noteDon’t place barcodes on non-standard documents not supported by SurePrep. Non-standard documents will appear in SPbinder's Thumbnail panel as a Not Indexed document. - Select the area of the document you want to place the barcode.
A notification will appear alerting you of the barcode placement.
Place the barcode in the top 20% of the document. A notification will appear on your screen if the barcode is placed too low.
- If you need to move the barcode to a different area of the PDF, you can select the barcode and drag it to a new location.
SurePrep is distributing the smallest barcode size that OCR can capture. Making the barcodes smaller may prevent OCR from capturing them. - To delete a barcode from the page, select the barcode, then press theDeletekey on your keyboard.
note
A barcode placed on a fillable form will be flattened when it gets submitted through TaxCaddy.
This article applies to:
- PRODUCT: SurePrep
- Sub-Product: TaxCaddy
Related Content
-
SurePrep PDF Barcodes
Format:
Article,
13 min read