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SurePrep’s scan and populate solution, 1040SCAN, automates more than four times the documents of Intuit Lacerte Tax Scan & Import. A comprehensive document coverage list increases automation by minimizing human error, increasing standardization, and reducing data entry.
1040SCAN is the only scan and populate system that reads and extracts data from Federal Organizer Pages, Grantor Letters and State K-1s.
 SPbinder is SurePrep’s award-winning workpaper system that integrates with PDF, Excel, Word and Outlook emails. Lacerte TSI offers PDF workpapers only.
 1040SCAN PRO, 1040SCANverify and 1040SCANverify+ only.
 With any scan-and-populate software, it’s a best practice to verify OCR’d source document data for accuracy before it gets exported to tax software (Lacerte). Optionally, SurePrep can perform this verification for you.
 In order to discover new 1099-B formats as early in the tax season as possible, SurePrep offers a Pre-Verification program at no cost.