1040SCAN eliminates more manual work than any other scan-and-populate tax software companion on the market. 1040SCAN’s advanced OCR extracts and exports workpaper data directly to your tax software. More than half the verification is performed by AI before 1040SCAN automatically sorts the documents into a workpaper index. With data entry and binder assembly out of the way, your staff can concentrate on the work that makes them tax pros.
Find out if 1040SCAN is the right scan-and-populate tax solution for your firm. Take our 6-question fit assessment to receive an instant compatibility report with personalized product details.
Our solutions integrate with: CCH Axcess Tax, GoSystem Tax RS, Lacerte, and UltraTax CS.
1040SCAN recognizes 4–7 times as many tax documents as the alternatives. Unlike CCH® ProSystem fx® Scan and AutoFlow or Lacerte Tax Scan and Import, 1040SCAN extracts data from Grantor Letters and State K-1s, as well as minor fields such as Margin Interest, Investment Fees, and Foreign Income.
Take Fit AssessmentScanning tax documents? It’s a best practice to verify extracted data before exporting to tax software. 1040SCAN’s patented AI-powered technology auto-verifies OCR data on 65% of standard documents. That’s nearly two-thirds of verification workload eliminated before staff gets started.
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1040SCAN also bookmarks and organizes source documents into a standardized workpaper index that follows the flow of the tax return. Instead of assembling binders by hand, staff can immediately begin preparing tax workpapers.
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Three of the Big 4, seven of the Top 10, fifty-eight of the Top 100, and approximately 2,000 small- to mid-sized firms use SurePrep solutions to automate their 1040 tax workflow.
Is your process compatible with SurePrep’s 1040 tax automation software? Our solutions work best for firms that collect client information up front and process returns without requiring clients to visit the office.
