When assessing which version of 1040SCAN best fits your firm, it’s important to keep in mind that our software integration differs between versions. The compatible software for each is as follows:
- 1040SCAN ORGANIZE does not export data to tax software, therefore anyone can utilize it regardless of which tax software they use. It organizes your source documents into a standardized workpaper index so preparers can manually input data into their software with ease.
- 1040SCAN PRO integrates with CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, and UltraTax CS.
- 1040SCANverify also integrates with CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, and UltraTax CS.
If your firm does not use one of the listed software, you can still bookmark and organize tax documents with 1040SCAN ORGANIZE. Our award-winning tax workpaper system SPbinder is included with all versions of 1040SCAN, at no additional cost .