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This article applies to:

  • Product: SurePrep

2026-04-27 Release (FileRoom enhancements, Binder audit log, Word to PDF, API, Dev Portal migration)

Release note for April 27, 2026
Hi there! We have an update for you today:
  • FileRoom enhancements
  • Binder audit log
  • Binder Template Tax Year Restrictions
  • Word to PDF conversion
  • Auto-Save in SPbinder
  • Active Leadsheet Tab Highlighting in 1040/1041 Binders
  • Collapsable forms
  • Binder template tax year changes
  • Increased Zoom Range for Review Wizard
  • API enhancements
  • Dev Portal migration

FileRoom: Permanent Visibility for Options Column Icons

Based on customer feedback, we're optimizing the FileRoom experience. The action icons in FileRoom's
Options
 column are now
always visible
 for all binder rows, meaning no hover required! This makes it faster and easier to access binder actions like Add Documents, Download, Export to Tax, Lock, Print, Send Back, Transfer, and Delete. The enable/disable behavior of each icon remains unchanged based on binder status and permissions.
FileRoom Options column with icons on each row

FileRoom: Binder Audit Log

Did you ever need to track who at the firm performed a certain activity in the binder? The
Binder Audit Log
 feature provides comprehensive activity tracking directly within the FileRoom interface.
To view the activity log, select the
Options
 menu on any binder row, and select
Binder Audit Log
 to open a half-window panel that slides in from the right.
FileRoom options menu is active. Select the Binder Audit Log option from the menu.
The
Binder Audit Log
 panel will appear with activities. The
Binder Audit Log
 panel includes:
  • Chronological record of binder events
  • Columns for
    User
    ,
    Event
    ,
    Event Description
    ,
    Event Time
    , and
    Event Status
  • Search and filter capabilities (Last 30 days, Last 60 days, or all data)
  • Export to Excel for reporting and compliance purposes
  • Pagination controls for large datasets
The Binder Audit Log panel shows a few binder event entries in the side panel
Type of activities logged:
  • Document Uploads
  • Changes to the binder's owner
  • Changes to the binder's assigned members
  • Changes to the binder's office location
note
Additional activities will be added in future enhancements.

Account Admin: Binder Template Tax Year Restrictions

To ensure tax professionals work with up-to-date, relevant templates, users can now create or copy binder templates for supported tax years only. Supported Tax Years:
  • Current Tax Year
  • Previous Two Tax Years
tax year selector menu when creating a new template in the binder template page

SPbinder: Automatic Word Document Conversion to PDF

When you upload a Word document to SPbinder through any supported channel (for example, FileRoom, TaxCaddy, GFR, or the SurePrep API), SPbinder will now automatically convert it to PDF. This includes Word documents uploaded via Create New Binder, Add Document, drag-and-drop, or Binder Template. Ensuring a consistent way of document handling and enhanced usability across your binder workflow.
A "Converted Word to PDF" stamp appears on converted documents in SPbinder. However, the stamp can be shown or hidden using the existing Show/Hide Annotation controls.
Screenshot of SPbinder showing the Word to PDF stamp on the document
Additional notes:
  • Converted PDFs are excluded from the verification queue and treated as non-OCR documents.
  • Each page of the original Word document is rendered as a separate thumbnail, just like in standard PDFs.
You will also see a reminder note on the
Create New Binder
 and
Add New Documents
 window.
on the window, a notice informing users that the word document will be converted into a PDF format

SPbinder: Auto-save your work

The
Save
 icon has been removed from the
Quick Access Toolbar
 and
Binder
 dropdown. SPbinder will continue to automatically save your progress as you work, just as it always has, so no manual action is needed.

SPbinder: Active Leadsheet Tab Highlighting in 1040/1041 Binders

From the 2025 tax year onwards, tax professionals working within 1040 and 1041 binders can now more easily identify their active leadsheet at a glance. Leadsheet tabs now feature a soft orange background by default when inactive, transitioning instantly to white when selected, ensuring only the currently active tab appears white at any given time. This helps improve tab navigation efficiency for tax professionals managing multiple Leadsheet tabs.
Sample of Leadsheet tabs, inactive tabs have an orange background, and the currently active tab has a white background to show the contrast between the two

SPbinder: Collapsible Input Form Sections

To reduce scrolling and improve efficiency when working with multi-section forms (such as the 1099-DIV), input form sections now load collapsed by default, except for the identifier section, which remains expanded. Individual sections can still be expanded or collapsed by clicking the section name.
Forms tab with forms collapsed by default and bulk expand and collapse buttons on the side
Two new Expand All and Collapse All icon buttons are available in the form toolbar

Review Wizard (Web): Increased Zoom Range

The maximum zoom level in all Review Wizard screens has been increased from 100% to 200%. This applies to Pre-Verification, Verification Wizard, Superseded, CFA, Duplicate Data, NFR, and the Review Wizard Image Viewer popup.
Shows zoom level at 200%

API: 1041 CCH Axcess Tax Support (1040SCAN PRO)

We're excited to announce that you can now create 1041 binders through API!
The SurePrep API V7 now supports 1041 fiduciary return binders for CCH Axcess Tax using the 1040SCAN PRO service with Classic Leadsheets. This extends the existing
CreateBinder
,
UploadBinderDocuments
, and
SubmitBinder
 API methods to handle 1041-specific fields, including Estate or Trust EIN, Type of Entity, Estate or Trust Name, and Home State code. All domain-level settings configured in
FileRoom Admin
 →
API
→
Firm Defaults
 are applied during binder creation.
Navigate to Firm Defaults
note
For the initial release, you can only create 1041 binders for 1040SCAN PRO service with CCH Axcess Tax. Additional services and tax software are coming soon.

API: FileRoom User Management

Firms using the SurePrep API (v7) can now create, update, and delete FileRoom users remotely via API. Saving your firm time from manual Admin work. This can be especially useful for firms that onboard a large number of seasonal employees.
The Three New User Management API Calls
/V7/User/Create
Create new FileRoom users.
Newly created users automatically receive onboarding confirmation emails.
/V7/User/Update
Update an existing FileRoom user's records (for instance, Name, OfficeLocation, UserGroups, and more)
/V7/User/Delete
Delete FileRoom users from your domain
note
A user must have the necessary account admin permissions to manage their firm's FileRoom users.
Users can be assigned to Office Locations and User Groups during creation or update. Mandatory fields are validated with clear error codes, and changes sync in real time with the FileRoom UI and TaxCaddy (for TaxCaddy-enabled domains).
UserGroups
lookup:
To help you assign user group permissions correctly, we also introduced a new User Group Lookup endpoint.
  • /V7/Lookup/UserGroups
     - returns all valid User Group IDs and names for your domain, making it easy to retrieve the correct IDs when creating or updating users.
You can review any creation, update, or deletion events in the
Logging Events
 report (
Admin
,
Reports
,
Logging Events
).
Navigate to Logging Events

API: Get Binder Residency Status

We've added a new API endpoint for firms looking to retrieve a binder's state residency status for all states associated with a binder, supporting both single-state and multi-state residency scenarios.
/V7/Binder/ResidencyStatus
: Retrieve residency status (like Resident, Part-Year Resident, Non-Resident) for a given binder ID.
Support
Table of supported tax software, tax year, and binder type
SUPPORT
DETAILS
Tax Year
2024 and 2025 onwards
Binder Type
1040, 1041
Tax Software
GoSystem Tax RS, CCH Axcess Tax, Lacerte*
*Lacerte support only includes Resident status
This endpoint supports all tax software integrations and is available to 1040 and 1041 binder types for TY 2024 and TY 2025 onwards. It is fully compatible with GoSystem Tax RS and CCH Axcess tax, howe

API: GetBinderDetails Enhancements

The
GetBinderDetails
API call now returns additional output parameters. These additional fields include:
  • AccountNumber
  • CustomField
  • Locator_Pwd
  • OfficeLocationID
  • ServiceTypeID
  • BinderTypeID
  • TemplateID
  • Has_Leadsheet_Id
  • Is7216ConsentReceivedID
  • HomeState
note
There will be no impact on your existing API implementation. This update provides more binder details than before without impacting any existing output parameters.
These fields are returned for binders created from any source (for example, FileRoom, API, GFR, or TaxCaddy)

API: SurePrep Dev Portal migration

The legacy SurePrep API Developer Portal will be retired on April 30, 2026
. Starting May 1, 2026, SurePrep's API documentation will be exclusively available on Thomson Reuters' Developer Portal. The Thomson Reuters Developer Portal hosts comprehensive documentation for all SurePrep APIs, including Version 5.0 and Version 7, previously not hosted on the legacy SurePrep Developer Portal.
Our APIs are already documented in the new Developer Portal, meaning that users interested in familiarizing themselves with the new platform can do so by visiting the Thomson Reuters' Developer Portal here.
Key dates
Table of key dates
Date
What's happening?
Now
Thomson Reuters Developer Portal is live and ready to use
April 30, 2026
The legacy SurePrep Developer Portal is permanently retired
Review the
2026-04-15 SurePrep API Developer Portal is moving
 announcement article for further information regarding the content migration.

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