Scan and Populate >> Document Coverage Comparison

Document Coverage

1040SCAN automates 4x – 7x as many documents as the competition.

See how 1040SCAN stacks up when compared to:

Lacerte TSI & Import Versus 1040SCAN

Document & Field Coverage 

Organizes & bookmarks standard documents
Source Document Types
Brokerage Statements
— Exports Margin Interest
— Exports Investment Fees
— Exports Foreign Income
— Exports 65+ Other Fields
Grantor Letters
State K-1s
Integrations
Includes SPbinder [1]
Integrates with TaxCaddy
RESTful API Available
Verification of OCR Accuracy
Eliminates Human Verification for Native PDFs [2]
Optional Verification Service [3]
Free Pre-Verification [4]
Optional Full Preparation Service

1040SCAN

39
582
42
22

Lacerte TSI

11
136
0
0

[1] SPbinder is SurePrep’s award-winning workpaper system that integrates with PDF, Excel, Word and Outlook emails. Lacerte TSI offers PDF workpapers only.
[2] 1040SCAN PRO, 1040SCANverify and 1040SCANverify+ only.
[3] With any scan-and-populate software, it’s a best practice to verify OCR’d source document data for accuracy before it gets exported to tax software (Lacerte). Optionally, SurePrep can perform this verification for you.
[4] In order to discover new 1099-B formats as early in the tax season as possible, SurePrep offers a Pre-Verification program at no cost.

 

SurePrep’s scan and populate solution, 1040SCAN, automates more than four times the documents of Intuit Lacerte Tax Scan & Import. A comprehensive document coverage list increases automation by minimizing human error, increasing standardization, and reducing data entry.

1040SCAN is the only scan and populate system that reads and extracts data from Federal Organizer Pages, Grantor Letters and State K-1s.

Prosystem fx Scan Versus 1040SCAN

Document & Field Coverage 

Organizes & bookmarks standard documents
Source Document Types
Brokerage Statements
— Exports Margin Interest
— Exports Foreign Income
— Exports 65+ Other Fields
Grantor Letters
State K-1s
Integrations
Includes SPbinder [1]
Integrates with TaxCaddy
RESTful API Available
Verification of OCR Accuracy
Eliminates Human Verification for Native PDFs [2]
Optional Verification Service [3]
Free Pre-Verification [4]
Optional Full Preparation Service

1040SCAN

39
582
42
22

Pfx Scan

21
112
0
0

[1] SPbinder is SurePrep’s award-winning workpaper system that integrates with PDF, Excel, Word, and Outlook emails. ProSystem fx Scan offers PDF workpapers only.
[2] 1040SCAN PRO and 1040SCANverify only.
[3] With any scan-and-populate software, it’s a best practice to verify OCR’d source document data for accuracy before it gets exported to tax software (ProSystem fx Tax, CCH Axcess Tax and Global fx Tax). Optionally, SurePrep can perform this verification for you.
[4] In order to discover new 1099-B formats as early in the tax season as possible, SurePrep offers a Pre-Verification program at no cost.

SurePrep’s scan and populate solution, 1040SCAN, automates more than five times the documents of CCH ProSystem fx. A comprehensive document coverage list increases automation by minimizing human error, increasing standardization, and reducing data entry.

1040SCAN is the only system that reads and extracts data from Federal Organizer Pages, Grantor Letters and State K-1s.

UltraTax SDP Versus 1040SCAN

Document & Field Coverage 

Organizer Pages
Source Document Types
Brokerage Statements
— Exports Margin Interest
— Exports Investment Fees
— Exports Foreign Income
— Exports 65+ Other Fields
Grantor Letters
State K-1s
Integrations
Includes SPbinder [1]
Integrates with TaxCaddy
RESTful API Available
Verification of OCR Accuracy
Eliminates Human Verification for Native PDFs [2]
Optional Verification Service [3]
FREE Pre-Verification [4]
Optional Full Preparation Service

1040SCAN

39
582
42
22

UltraTax SDP

35
60
0
0

[1] SPbinder is SurePrep’s award winning workpaper system that integrates with PDF, Excel, Word, and Outlook emails.
[2] 1040SCAN PRO and 1040SCANverify only.
[3] With any scan-and-populate software, it’s a best practice to verify OCR’d source document data for accuracy before it gets exported to tax software (UltraTax). Optionally, SurePrep can perform this verification for you.
[4] In order to discover new 1099-B formats as early in the tax season as possible, SurePrep offers a Pre-Verification program at no cost.

SurePrep’s scan and populate solution, 1040SCAN, automates more than seven times the documents of Thomson Reuters UltraTax Source Document Processing. A comprehensive document coverage list increases automation by minimizing human error, increasing standardization, and reducing data entry.

1040SCAN is the only scan and populate system that reads and extracts data from Federal Organizer Pages, Grantor Letters and State K-1s.

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