ProSystem fx Scan Versus 1040SCAN Comparison

How does ProSystem fx Scan stack up to 1040SCAN?

Scan-and-populate technology drives meaningful savings to your bottom line. However, all scan and populate solutions are not created equal. Our solutions are not secondary products in a tax software suite, they’re our primary focus. That’s why we deliver tighter integration with CCH Axcess Tax, Global fx Tax and ProSystem fx Tax and streamline the collection of source documents with software your clients will use and love.

1040SCAN automates more than three times the documents of ProSystem fx Scan Autoflow. 1040SCAN includes our award-winning workpaper system, SPbinder, to reduce preparer and reviewer time. Only SurePrep offers an optional OCR data verification service to maximize efficiency (no more CCH Autoflow validation). When combined with SurePrep’s newest 1040 productivity solution, TaxCaddy, 1040SCAN delivers the most automated and streamlined 1040 process for both you and your clients.

Here’s how 1040SCAN and ProSystem fx Scan compare. Click here for a PDF version of this comparison.

1040SCAN automates more than 3x the documents of ProSystem fx Scan

*Based on current Autoflow V11.0 documentation

Scanning 1040SCAN Pfx Scan
Does not require separator pages
Optical Character Recognition 1040SCAN Pfx Scan
Organizer Pages
Source Document Types 39 21
Brokerage Statements 546 112
Grantor Letters 42 0
State K-1s 22 0
Exports margin interest
Exports investment fees
Exports foreign income
Exports 65+ other fields
Verification 1040SCAN Pfx Scan
Eliminates human verification for native PDFs 2
Free Pre-Verification 3
Optional Verification Service 4
Workpapers 1040SCAN Pfx Scan
Includes SPbinder 5
Other 1040SCAN Pfx Scan
Integrates with TaxCaddy
RESTful API available
Optional Full Preparation Service


  1. ProSystem fx Scan accepts TIFF only, not PDF.
  2. 1040SCAN PRO and 1040SCANverify only.
  3. 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.
  4. 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 (ProSystem fx Tax, CCH Axcess Tax, and Global fx Tax). Optionally, SurePrep can perform this verification for you.
  5. SPbinder is SurePrep's award winning workpaper system that integrates with PDF, Excel, Word, and Outlook emails. ProSystem fx Scan offers PDF workpapers only.