Automatic document routing for API binders
Automatic document routing (for API binders) makes handling document submissions more efficient. It ensures that only the relevant documents are processed through OCR, while others go straight to the binder without waiting for all documents to complete OCR or verification. This smart routing helps speed up the process, reducing the turnaround time for verification. You can get instant access to these documents in the binder without waiting for the remaining documents to finish OCR.
note
When this feature is enabled, opening the binder will initially display only the documents that were automatically routed. The remaining documents will appear in the binder once they have finished processing.
Please contact SurePrep Support to enable this feature.
Documents go directly into: | Document Type |
|---|---|
Binder | If a binder is created through API, the document will be automatically routed for the following documents:
|
Processing | PDF document going through OCR |
Requirements
To use automatic document routing, you must meet the following criteria:
Firm Setting | Please contact SurePrep Support to enable this feature. |
Binder created from | API |
Tax Year | All |
Services | 1040SCANverify |
Leadsheet | None (without Leadsheets) Classic Simplified |
Binder Type | 1040 binder type 1041 binder type |
Tax Software | GoSystem Tax RS (1040) CCH Axcess Tax (1040 & 1041) |
