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Access FileRoom

Follow these steps to sign in to FileRoom.

Go to the SurePrep FileRoom sign-in page.

note

Bookmark the FileRoom sign in page for quick access.

Select Sign in with Thomson Reuters Account
.

Enter your email in the Email
field, then select Sign in
.

If you have not set up an SSO login, enter the 6-digit code to verify your identity.

From the dropdown, select FileRoom
.

You are now logged in to FileRoom.

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Navigate records
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View other tax years in FileRoom
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Use the access filter
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Set up and filter columns
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Filter tabs
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