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This article applies to:

  • Product: SurePrep
  • Sub-Product: 1040Scan

Activate Review Wizard on Web

Users can set Review Wizard on Web as your firm's default Review Wizard experience. With Review Wizard on Web set as your default, your browser will know launch any In Verification binder in a new browser tab, allowing you to proceed with the verification process on any operating system with no additional software installation needed.
Verification wizard overview
note
Regardless of your firm's default, users can configure their own personal default to their preference.

Make Review Wizard on Web your firm's default

Firm administrators can set
Review Wizard on Web
 as the default Review Wizard experience when opening a binder for processing. Follow these steps to set Review Wizard on Web as your firm's default:
  1. Open the
    ACCOUNT SETUP
     section in
    Account Admin
    .
  2. Once in
    ACCOUNT SETUP
    , select
    1040SCAN Default Version
    .
    note
    Only users with the
    Account Setup
     permission will have access to the
    1040SCAN Default Version
     tab.
  3. Select the
    1040SCAN Desktop (or) 1040SCAN Web
     option to set Review Wizard on Web as your firm-wide default.
    Select Web option

Make Review Wizard on Web your personal default

The
1040SCAN Desktop (or) 1040SCAN Web
 option in
Account Admin
 will set Review Wizard on Web as the default for all firm users, opening binders in a new browser tab for processing.
If you'd prefer to leave your firm-wide settings as-is, individual users can open Review Wizard on Web from FileRoom:
  1. Find the binder you'd like to verify within FileRoom, then point to the
    OPTIONS
    column.
    Select Open dropdown menu
  2. Expand the dropdown menu from
    Open
     and select
    1040SCAN Web
     to open the binder in Review Wizard in your browser. Moving forward, each
    In Verification
     binder you open using
    Open
    will be opened within your browser
    Select your Personal Default method

Allow local network access on your browser

When launching Review Wizard on Web for the first time you must configure your browser permissions to allow
rw.sureprep.com
to connect to your local network.
Upon first launch, your browser will prompt you to allow
rw.sureprep.com
 to look for and connect to any device on your local network. Select
Allow
 to proceed with using Review Wizard on Web.
Select Allow
note
Failure to select
Allow
will result in a blank screen when attempting to load any binder in Review Wizard on Web.

Update your local network access browser settings

If a user has already selected
Block
, they can update this configuration in their browser settings. Select
Chrome
 or
Edge
 for instructions to update your settings depending on your browser of choice.
Chrome
Follow these instructions to allow
rw.sureprep.com
 to look for and connect to any device on your local network on Chrome.
  1. Navigate to your Chrome settings.
  2. Select
    Privacy and security
    , then
    Site settings
    .
  3. Select
    rw.sureprep.com
     from the
    Recent activity
     panel.
  4. Update the
    Local network access
     permission to
    Allow
    , then reload the binder in Review Wizard on Web.
Edge
Follow these instructions to allow
rw.sureprep.com
 to look for and connect to any device on your local network on Edge.
  1. Navigate to your Edge settings.
  2. Select
    Privacy, search, and services
     then
    Site permissions
    .
  3. Select
    Recent activity
     and
    rw.sureprep.com
    .
  4. Update the
    Sites can ask to connect to any device on your local network
     permission to
    Allow
    , then reload the binder in Review Wizard on Web.

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