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Sign in to FileRoom with SSO (Single Sign-On)
Single Sign-On (SSO) allows a user to access multiple services without needing to use multiple logins. Similarly, FileRoom SSO sign in gives you the convenience of logging into SurePrep FileRoom directly from your firm's sign in portal without entering separate user credentials for FileRoom.
Furthermore, SurePrep also offers automatic user provisioning (that is, you don’t need to manually register as a new user in
Account Admin
). Once SurePrep receives a response from your firm's portal (that is, Identity Provider), SurePrep checks if this user exists. If the user doesn’t exist, SurePrep creates a user account automatically with the information provided by your firm.If your firm has the SSO feature integrated with SurePrep, then select
SIGN IN WITH SSO
to sign in directly through your firm's portal.
Next, enter your
Firm ID
, then select CONTINUE
.
If your firm setup SSO integration with SurePrep then you will be directed to sign in through your tax firm's sign in portal.
If you are assigned to more than 1 firm domain, select your firm ID from the dropdown menu, and then select
CONTINUE
.
Resolving sign-in issues
When entering a
Firm ID
, an error message appears if your firm doesn’t use SSO. You must sign in to FileRoom with a username and password. 
note
If your firm doesn’t use SSO, and you forgot your password then you can sign in by resetting your password.
You'll see the following error message if a user already exists with the same username. Contact your Firm System Administrator or SurePrep support to resolve this issue.
Additional information
- Enabling SSO for your firm.
- Signing in to FileRoom through SSO (current article).
- Single Sign-On (SSO) user management.
This article applies to:
- PRODUCT: SurePrep
- Subject: User account
Related Content
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Sign into FileRoom
Format:
Article,
2 min read