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This article applies to:

  • Product: safesend,SurePrep,UltraTax CS
  • Subject: Setup,Integration

Tax Automation integration setup prerequisites

Complete the prerequisites before you connect UltraTax CS to SurePrep 1040SCAN/FileRoom, SafeSend Gather, or both, for Tax Automation.
Your firm's setup determines which prerequisites you need to complete. Complete only the prerequisites that apply to your setup.

Complete UltraTax CS and 1040SCAN/FileRoom integration prerequisites

Complete these steps before you connect UltraTax CS to SurePrep 1040SCAN/FileRoom.
Complete the following prerequisites to prepare your firm for the UltraTax CS and 1040SCAN/FileRoom integration.
  1. Enable
    Can be an Owner
     permissions for yourself and relevant staff members in their assigned user group in 1040SCAN/FileRoom.
    For instructions, refer to Change user group permissions.
  2. Make sure every individual who uses the Tax Automation Prepare experience is registered as a user in SurePrep.
  3. In SurePrep, go to
    Admin
    Users
    User Management
     and match the user's email address with the email they use to sign in to UltraTax CS.

Complete UltraTax CS and SafeSend Gather integration prerequisites

Complete these steps before you connect UltraTax CS to SafeSend Gather.
Complete the following prerequisites to prepare your firm for the UltraTax CS and SafeSend Gather integration.
  1. License your firm for Gather AI (Essential Gather or Premium tier).
  2. Register every individual who uses the Tax Automation Gather experience as a user in SafeSend.
    1. In
      SafeSend
      User Management
      , match the user's email address with the email they use to sign in to UltraTax CS.
    2. Select an ERO/Signer for each user in
      Gather
      My Settings
      .
  3. Grant each staff member API access.
    By default, the Gather API uses role-based access control (RBAC), which determines a staff member's API access according to their user group. Grant access using one of the following methods:
    1. Assign the staff member to a user group that includes the required Gather permissions.
      Use one of the default groups (System Admin, Partner, or Staff), or build a custom group with equivalent permissions.
    2. Enable
      SafeSend Product Settings
      General
      API Access
       to override role-based access control for all users.
      This bypasses the role-based access control checks for the API entirely and grants API access regardless of the user's group.
  4. Set up your SafeSend Gather templates.
    1. Use a System Admin account to create or edit Gather templates in SafeSend.
    2. Select and associate a DRL template with any Gather template that includes the Request Document(s) task.
    Example
    note
    You must have System Admin access in SafeSend to create or edit Gather templates. Contact your SafeSend administrator if you need a template created or changed.

Complete UltraTax CS, SafeSend Gather, and 1040SCAN/FileRoom integration prerequisites

Complete these steps only if you connect UltraTax CS, SafeSend Gather, and 1040SCAN/FileRoom together.
If you connect all 3 products together, complete the following prerequisites in addition to the individual integration prerequisites.
  1. Complete all prerequisites for both the 1040SCAN/FileRoom and SafeSend Gather integrations.
  2. Configure and connect the SP Binder integration at
    SafeSend Product Settings
    Integration Options
    SP Binder
    .

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