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SurePrep’s scan and populate solution, 1040SCAN, automates more than seven times the documents of UltraTax Source Document Processing. 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.
 1040SCAN PRO 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 (UltraTax). 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.