1040SCAN overview1040SCAN versions

1040SCAN versions

To meet your unique needs, we offer our popular tax workpaper automation software in three versions: 1040SCAN ORGANIZE, 1040SCAN PRO, and 1040SCANverify.

1040SCAN ORGANIZE

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.

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1040SCAN PRO

This version of 1040SCAN…

  1. Automatically bookmarks and organizes source documents into a standardized workpaper index.
  2. Uses OCR to extract and export workpaper data to your tax software.

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.

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1040SCANverify

This version of 1040SCAN…

  1. Automatically bookmarks and organizes source documents into a standardized workpaper index.
  2. Uses OCR to extract and export workpaper data to your tax software.
  3. Routes OCR data to secure facilities where trained SurePrep staff verify the data before it exports to your tax software.

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 1040SCANverify

Key benefits

Key benefits1040SCAN ORG
Scan and Organize
1040SCAN PRO
Scan and Populate
1040SCANverify
Scan, Verify, and Populate
Integrates with TaxCaddycheck markcheck markcheck mark
Includes SPbindercheck markcheck markcheck mark
RESTful API availablecheck markcheck markcheck mark
Bookmarks and organizes 4x – 7x the documentscheck markcheck markcheck mark
Reduces time spent creating tax workpaperscheck markcheck markcheck mark
Identifies missing source documentscheck markcheck markcheck mark
Eliminates human verification for native PDF OCR datacheck markcheck mark
Exports standard document data to tax softwarecheck markcheck mark
Calculates state exemption for tax exempt interestcheck markcheck mark
Prevents duplicate data from exporting to tax softwarecheck markcheck mark
All standard document data verified by SurePrep before being exportedcheck mark
Minimizes training and onboarding timecheck mark
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