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2025-10-27 Release (SafeSend Integration with SPbinder)
Release note for October 27, 2025
Hello there! Welcome to the October 2025 release. We have an exciting new release update today that we hope you will like. Here are some of the highlights included in this release:
- SafeSend integration with SPbinder
SafeSend integration with SPbinder
Tax professionals often face the challenge of manually transferring documents between collection and preparation systems—downloading files from SafeSend Gather AI, then re-uploading them to SPbinder for processing. This multi-step workflow consumes valuable time and creates unnecessary friction in your document management process. We're excited to announce a new integration between SPbinder and SafeSend Gather AI! With this new integration, tax professionals can now create binders directly from SafeSend Gather AI. This integration eliminates manual document transfers and accelerates the transition from document gathering to review and preparation.
How It Works
- SafeSend users with appropriate permissions can select "Send to SPbinder
" from the Delivered Gather dashboard. Documents are then automatically transferred to create a SPbinder, where they're organized and ready for review.
Key Benefits
- Seamless Workflow– Documents collected through SafeSend Gather AI can be sent directly to SPbinder, maintaining your efficient end-to-end process.
- Time Savings– No more downloading and re-uploading documents between systems. What was previously a multi-step process is now a single action.
- Data Integrity– Documents transfer securely with client information intact, ready for OCR processing and data extraction in SPbinder.
Requirements
- Active SurePrep account with available binder units
- Client must have SafeSend Gather AI
- Tax software connection (CCH Axcess™ or GoSystem®)
- Tax year 2024 or later documents
Getting Started
To enable this integration, system administrators can configure the connection through SafeSend Product Settings. For detailed setup instructions, search for the SPbinder Integration documentation: "Integrate SPbinder with SafeSend Gather AI"
Announcements
- System Requirements update:In November, SurePrep will update the minimum system requirements. Check out the announcements section for more details.
- Thomson Reuters SSO:Thomson Reuters SSO is now available! Firms that are currently using SurePrep SSO can now begin migrating to Thomson Reuters SSO. We highly encourage customers to reach out to Support to initiate the transfer as soon as possible, before the end of the year.
- Review Wizard beta:The next generation of 1040SCAN Review Wizard is now available in beta. Enable the feature for your firm and get hands-on experience with the new web-based application.
This article applies to:
- PRODUCT: SurePrep
Related Content
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1040SCAN release notes
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