Auto-Verification

Learning Center: 1040SCAN verification

1040SCAN’s patented, AI-powered technology auto-verifies 65% of standard documents. We offer options for the remainder. Outsource verification to trained SurePrep staff or use our software to verify in-house. Read more about your options in our Learning Center. 

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Webinar: A statistical analysis of firms that increase 1040 tax prep profitability

Is your tax preparation business profitable? See statistical data that proves how technology-driven firms reduce costs and increase profit margins on their 1040s. Learn how SurePrep’s auto-verification technology can drive the same savings for your firm.

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Success Story: New York financial advisory firm transforms workflow with TaxCaddy Smart Links

Michael Weinberg, President and Founder of WISE Financial Advisors, had an epiphany. SurePrep’s OCR technology auto-verifies native PDFs. All documents gathered through TaxCaddy’s Smart Links are native PDFs. Ergo, enforcing TaxCaddy usage for his clients meant eliminating almost all verification. Learn how Michael transformed his firm with this insight. 

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Video: 1040SCANverify: An in-depth look

How exactly does 1040SCANverify eliminate OCR verification? Let Paul Preparer and Vincent Verifier explain in this 5-minute video.

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