SPbinder

Hosted Web Servers

SurePrep Production servers are housed in SSAE-16 certified Internet Data Centers located in the continental US. The SurePrep infrastructure uses State-of-the-art firewall and intrusion detection technology to achieve a high level of security. Servers and firewall are monitored on a 24/7 basis. Performance reports are generated to assure maximum operational availability. Server load-balancing and distributed architecture are in place to achieve the high performance and availability.

Facility Security

• Regulated, monitored access

• Biometric palm scanners

• Individual card key access

• Digital recordings and video storage

Environmental Control

• Static free environment

• 24 X 7 NOC personnel presence

• Fire suppression systems

 

Network Operations Center

• Permissively neutral network

• Dual path, dual entrance fiber facilities

• Complete redundancy

Building Power

• Continuous, uninterrupted operation

• N + 1 dual fed redundancy

 

Certifications

• SSAE-16 certifications; annual reviews of internal controls are performed by independent auditors.

SurePrep Tax Center

The SurePrep Tax Center is a Microsoft SQL based ASP application.  Password protected logins restrict access to registered users.  User passwords are encrypted in the SQL database and a log is maintained of all users that access the system.  The SurePrep Tax Center uses 128-bit Secure Socket Layer encryption for all data transfers.  This is the same encryption technology used by banks for securing online banking transactions.

Non-disclosure / Confidentiality Agreements

All SurePrep employees in the U.S. and India are required to sign non-disclosure/confidentiality agreements.  Each employee is bound by the agreement and not allowed to discuss information from engagements they are working on with anyone unless there is a question related to the preparation of the engagement.  Preparers and reviewers are only allowed to request help from their direct supervisors.

 

Service Centers

SurePrep has implemented a comprehensive service center security policy that is designed to ensure the protection of data. Security measures include policies that:

   1. Restrict physical access to the processing and server environments.

   2. Ensure a paperless environment so data cannot be removed from the facility.

   3. Standard computer hardware and software configurations restrict access to email and Internet sites.  Medialess computers ensure files cannot be copied.

   4. Thin clients are used with centrally managed servers. No data ever resides on the diskless thin client, and provide only keyboard, video and mouse input.

   5. PC-based workstations do not have CD or floppy drives and USB ports are disabled.

Certifications

• SurePrep is ISO 9001:2008 Certified.

Physical Security

• A security guard is stationed at the entrance.

• Access card required to enter the facility.

• Access card required to enter the server room.  Access is restricted to the IT and service center manager.

Paperless Environment

• Returns are prepared in a paperless environment.  No source documents or tax returns are printed.

• The printer in the server room is limited to printing management reports

• Paper shredders are used by management to shred management reports

Personal Belongings

• Briefcases and other personal belongings are not allowed in the service center

Hardware

•There are no removable media devices.  PC harddrives are read only.

Internet Access

• No access to email

• Outlook and Outlook Express have been removed from all PC’s

• No access to internet except for:

       o SurePrep site for return processing

       o Global fx site for return processing

       o GoSystem RS site for return processing

         o RIA Checkpoint access is allowed for supervisors only

Yes. SPbinder is integrated with 1040SCAN PRO, ORGANIZE and TRADES.

Yes. Custom binder templates can be created to minimize set up time and to promote standardization.

SPbinder can contain scanned documents, Excel schedules, Word documents and even Outlook emails.

SPbinder can be used on any engagement type. The organizational structure of 1040 and 1041 returns are set up automatically and custom engagement types can be created for business entity returns, compilations, reviews, audits or any other type. Binder templates can then be used to minimize set up time and to promote standardization.

Many tasks that accountants need to perform like bookmarking and organizing workpapers, signing off workpapers, merging subsequent documents like a late K-1, communicating between staff members and incorporating file types such as Microsoft Word and Excel are time consuming and difficult to do in Adobe Acrobat, if you can perform them in Acrobat at all. SPbinder performs these and many other accounting related tasks with ease.

No. Since using 1040SCAN PRO does not result in the disclosure of client data to anyone outside your firm, no special disclosure or consent is required.

Unlimited e-mail, live chat, telephone and GoToMeeting support is provided free of charge to registered customers.

For detailed security information please visit the Why SurePrep? page.

Yes. Although all of our solutions are intuitive and easy to use, training will ensure that you maximize the benefits of the system. We provide a wide range of training options to assist you. Please visit our training and consulting page for more details.

We recommend scanning in black and white at 300 - 400 DPI. Our support department would be happy to assist you in adjusting your settings.

Yes. Simply click on the "Download FREE Trial" button on any of the software product pages and you can begin testing today.

1040SCAN PRO requires only a PC with internet connection and a scanner. No server is required as all image processing occurs on SurePrep’s secure web servers.