Send client data to SurePrep FileRoom for SPbinder

Before you create binders or Custom DRLs (document request lists) in SurePrep, you'll need to send UltraTax CS client data there.
  • You'll also need to make sure you've enabled SurePrep integration on Virtual Office before you can send client data.
You'll want to repeat this process every time you add a new client in UltraTax CS, or when you want to add more documents to the client's binder in FileRoom. You'll want to send your most recent UltraTax CS client data so that SurePrep uses the most current tax information to process documents.
  1. In UltraTax CS, go to
    Utilities
    .
  2. Hover over
    SurePrep
    , then select
    Integration
    .
  3. Select or select all the clients you want to send to SurePrep so they move to the other window.
  4. Check the
    Create client in SPBinder
    box.
  5. Select
    Continue
    , then
    Done
    .
Once you send your data, sign in to SurePrep to create binders. For steps to take in SurePrep visit their help center.

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