Interactive Demonstration
Experience the entire SurePrep tax process from start to finish.
Experience the entire SurePrep tax process from start to finish.
To meet your unique needs, we offer our popular tax workpaper automation software in three versions: 1040SCAN ORGANIZE, 1040SCAN PRO, and 1040SCANverify.
1040SCAN ORGANIZE automatically bookmarks and organizes source documents into a standardized workpaper index. It does not extract data with OCR.
This version is appropriate for firms that want to save time sorting workpapers, but do not need automated data entry. Because 1040SCAN ORGANIZE does not export data to tax software, all firms can use this version regardless of tax software.
Learn More About 1040SCAN ORGANIZEThis version of 1040SCAN…
1040SCAN PRO recognizes 4–7x as many tax documents as competitors. Our patented Auto-Verification technology compares OCR data to the native PDF text layer to reduce or eliminate human verification.
Learn More About 1040SCAN PROThis version of 1040SCAN…
This software and service combination eliminates workpaper sorting, data entry, and OCR verification. It is the ultimate time-saver and our fastest growing option.
Learn More About 1040SCANverifyKey benefits | 1040SCAN ORG Scan and Organize | 1040SCAN PRO Scan and Populate | 1040SCANverify Scan, Verify, and Populate |
---|---|---|---|
Integrates with TaxCaddy | |||
Includes SPbinder | |||
RESTful API available | |||
Bookmarks and organizes 4x – 7x the documents | |||
Reduces time spent creating tax workpapers | |||
Identifies missing source documents | |||
Eliminates human verification for native PDF OCR data | |||
Exports standard document data to tax software | |||
Calculates state exemption for tax exempt interest | |||
Prevents duplicate data from exporting to tax software | |||
All standard document data verified by SurePrep before being exported | |||
Minimizes training and onboarding time |