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
Accepts PDF or TIFF 1
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
Free Pre-Verification 2
Optional Verification Service 3
Workpapers 1040SCAN Pfx Scan
Includes SPbinder 4
Other 1040SCAN Pfx Scan
Integrates with TaxCaddy
Optional Full Preparation Service

MORE ABOUT 1040SCAN

  1. ProSystem fx Scan accepts TIFF only, not PDF.
  2. 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.
  3. 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.
  4. SPbinder is SurePrep's award winning workpaper system that integrates with PDF, Excel, Word, and Outlook emails. ProSystem fx Scan offers PDF workpapers only.

What are ProSystem fx Tax users saying?

SurePrep is the leader in 1040 productivity for CPA firms. We deliver seamless integration with ProSystem fx Tax, Global fx Tax and CCH Axcess Tax to automate and streamline the entire 1040 process for both the taxpayer and CPA. Our solutions are used by more than 19,000 tax professionals ranging from Big 4 firms to sole practitioners to reduce administrative costs, automate workpaper preparation, maximize review efficiency and improve client service. Our award-winning solutions deliver meaningful savings to the bottom line. But don't take our word for it, we used a third party to survey our customers who use ProSystem fx Tax, Global fx Tax and CCH Axcess Tax.

1040SCANverify can be a lifesaver for extensions. If you’re in a crunch and you need to quickly calculate an extension payment for clients that have primarily standard documents, it [1040SCANverify] can quickly calculate the tax liability.

Beth Attebery, CPA The Henry Levy Group