Preparing tax returns by manually organizing paper files and key punching relevant data into tax software is time consuming and error prone. 1040SCAN uses Optical Character Recognition (OCR) to virtually eliminate the time spent preparing tax workpapers and greatly reduce data entry. With 1040SCAN, electronic workpapers are bookmarked and organized automatically and data is exported to tax software. 1040SCAN allows you to get more done in less time.
1040SCAN recognizes more document types than any other tax document automation system, in part because it's the most mature system in the accounting industry. According to the CPA Practice Advisor, "SurePrep pretty much invented the space..." Our document coverage list grows with each passing tax season and the greater the document coverage, the greater the efficiency. For the complete document coverage list visit the FAQ page.
Facilitates Paperless Tax Workflow
With SPbinder you can incorporate all of your PDF, Excel, Word and Outlook email workpapers into one dynamic, comprehensive tax binder. No other vendor offers anything like it. SPbinder allows you to seamlessly merge subsequent documents like late K-1s. SPbinder offers four levels of sign-offs, more than 50 annotation tools and integrates with your tax software to identify missing documents that may still be needed from the taxpayer. SPbinder is included with all versions of 1040SCAN.
1040SCAN PRO is at the core of a highly efficient workflow. It is the elite software in its class.
Crissie Landry, CPALaPorte CPAs & Business Advisors
1040SCAN has helped us to standardize our workpapers, while moving the scanning and verification to administrative staff, freeing up professional staff to get the tax files done in less time.
Barbara Cooper, CPA, MBACooper Associates, LLC
With SPbinder, preparers can create open items and other notes that are automatically linked to the related workpapers. Then they can export the notes to email. Then I can get the email as the partner-in-charge, I can open SPbinder and quickly go to those pages and answer the questions, and leave a trail showing that it was me who answered it. So that was a process that gained efficiency.
Jeff M. Lawson, CPA, MSTStoy, Malone & Company, P.C.
The decision to center our tax workflow process around SurePrep will prove to be one of the most important choices in the history of our firm.
Adam WolfeBobby Medlin CPA
1040SCAN did an excellent job of getting all the numbers out of brokerage statements… We could very easily get through multi-page Schedule D’s and out of maybe five or six hundred numbers that have to be imported into the return, there were only two or three numbers that had to be changed (in verification). So it was highly accurate.
Paul Sevigny, CPA, CVA, CFAStoy, Malone & Company, P.C.
We have been using 1040SCAN since 2006 and it has become an integral component of our tax practice workflow.
Bederson & Company LLP
1040SCAN PRO has bookmarked the whole file, perfectly entered interest, dividends and it’s done. With 1040SCAN PRO I’d say that I easily saved 50-75% of my time.