1040SCAN organizes client source documents and exports data to tax software
- Increase the profitability of your 1040 and 1041 returns
- Maximize efficiency with the broadest document coverage
- Prepare and review with a paperless tax binder (SPbinder)
- Benefit from Word, Excel, PDF, and email integration
This is what 1040SCAN does
for Tax Professionals
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.
What Customers Are Saying About 1040SCAN
It [1040SCAN] made a world of difference in elevating efficiency. Every year our staff is more productive.
Joe Bevevino, CPA Cottrill Arbutina & Associates PC
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.
Susan Shusko, CPA
1040SCAN PRO is at the core of a highly efficient workflow. It is the elite software in its class.
Crissie Landry, CPA LaPorte CPAs & Business Advisors
We have been using 1040SCAN since 2006 and it has become an integral component of our tax practice workflow.
Bederson & Company LLP
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 Wolfe Bobby Medlin CPA