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FirmFlow

Set up SurePrep

If you have administrative privileges, you can set up and configure SurePrep integration with GoFileRoom.
important
Before you start, make sure that GoFileRoom Support has enabled the integration for your firm.
  1. In GoFileRoom select
    Administration
    , then select
    Manage FirmFlow
    .
  2. Open the
    Configuration
     tab.
  3. For Drawer, select
    Clients
    .
  4. For Service, select
    Tax
    .
  5. For Category, select
    General
    .
  6. Mark
    Enable SurePrep Integration
     checkbox.
  7. Select
    Administration
    , then select
    Manage FirmFlow
  8. Select the
    Lists
     tab.
  9. For list, select
    Workflows and Steps
    .
  10. Name the workflow
    SurePrep Tax Return
    , then select
    Add
    .
    The name will appear in all uppercase letters in the Workflow pane.
  11. In the Workflow Steps section, enter steps in the available fields and select
    Add
     after each entry.
    The following steps are recommended:
    • Project Setup
    • Organize
    • SurePrep
       (required)
    • Preparation
       (required)
    • Manager Review
    • Review Comments
    • Partner Review
    • Assembly
    • Signature
    • Delivery
    • Client Approval (E-File)
    • Government Approval (E-File)
    • Completed
    note
    • Prior to workflows routing to the SurePrep step, a FirmFlow user need to be assigned to the SurePrep and Preparation steps.
    • System-generated notifications are sent to the assigned user of the steps alerting them of the SurePrep Binder status.
    • When configuring the SUREPREP TAX RETURN workflow, no step should be identified as the Scanning step and no step should be identified to receive the workflow after the Scanning step.
    • Auto-routing will apply to this workflow through new technology on the backend, as part of this new integration.
  12. Select
    Administration
    , then
    Manage Fileroom
  13. Select the
    Lists
     tab, then select
    Clients
    .
  14. Add new document types to
    File Section: Individual Tax 1040
    • --------SurePrep-------- (optional)
    • Sureprep Source Documents (required)
    • Dream Workpapers (required)
    Repeat this for all
    File Sections
     for which SurePrep is used to sort the source documents, for example if you use SurePrep for any business returns.

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