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    • Improve the Client ExperienceSimplify tax season for your clients by offering modern conveniences like mobile app photoscanning, e-signatures, and automated document retrieval.
    • Reduce Workload CompressionGet a head start on preparation by enabling your clients to upload documents as soon as they’re received rather than mailing them in all at once in late March.
    • Streamline GatheringProvide clients with an automated document request list that tracks their progress as they upload documents.
    • Simplify DeliveryWhen the return is finished, delivered it electronically to your client’s account along with the payment vouchers and your invoice.
    • Automate PreparationHave source documents automatically bookmarked and organized into a standardized workpaper index that follows the flow of the tax return.
    • Reduce or Eliminate Data EntryAutomate 4-7x more documents than competing scan-and-populate solutions with the most advanced OCR in the industry.
    • Eliminate OCR VerificationLeverage patented auto-verification technology that ensures 100% accuracy for native PDFs or eliminate the verification step by taking advantage of our popular verification service.
    • Minimize Review TimeEmpower staff to create well-documented workpapers with tick marks, annotations, and hyperlinked cross references that facilitate an efficient review.
    • Standardize Workpaper PreparationBenefit from a workpaper system that ensures standardization by automatically bookmarking and organizing workpapers and can include PDF, Excel, Word, and Email workpapers.
    • Increase Staff LeverageEnable detailed preparation at the staff level in order to reduce review time for partners and managers, maximizing leverage and increasing your firm’s profitability.
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Interactive Demonstration

Experience the entire SurePrep tax process from start to finish.

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1040SCAN Overview1040SCAN Features

1040SCAN Features

1040SCAN features OCR technology, auto-verification, bookmarking & indexing, and industry-leading document coverage.

Optical Character Recognition (OCR)

Learn what makes 1040SCAN’s Optical Character Recognition (OCR) unique, explore service levels, and find scanner recommendations.

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Verification

Learn how 1040SCAN streamlines the verification of OCR data. 1040SCAN features patented auto-verification, a Review Wizard, and an optional verification outsource service.

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Bookmarking and Indexing

Learn how 1040SCAN automates the organization of tax documents to save time and improve standardization.

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Document Coverage

See exactly which documents 1040SCAN recognizes. Filter our document coverage list by tax software.

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