Scan-and-populate overviewDocument coverage comparison

Document coverage comparison

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

See how 1040SCAN stacks up by clicking one of the options above.

Lacerte TSI versus 1040SCAN

Document & field coverage 1040SCAN Lacerte TSI
Organizer pages ✔️
Source document types 40 12
Brokerage statements 582 136
—Exports margin interest ✔️
—Exports investment fees ✔️
—Exports foreign income ✔️
—Exports 65+ other fields ✔️
TaxCaddy fillable PDFs ✔️
—Charitable contributions ✔️
—Non-cash contributions ✔️
—1098s ✔️
—Other interest expenses ✔️
—Medical expenses ✔️
—Real estate taxes ✔️
—DMV fees and taxes ✔️
—Other taxes ✔️
Grantor letters 42 0
State K-1s 22 0
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 ✔️

[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.

Download Comparison PDF

ProSystem fx Scan versus 1040SCAN

Document & field coverage 1040SCAN ProSystem fx
Organizer pages ✔️
Source document types 40 21
Brokerage statements 582 119
—Exports margin interest ✔️
—Exports foreign income ✔️
—Exports 65+ other fields ✔️
TaxCaddy fillable PDFs ✔️
—Charitable contributions ✔️
—Non-cash contributions ✔️
—1098s ✔️
—Other interest expenses ✔️
—Medical expenses ✔️
—Real estate taxes ✔️
—DMV fees and taxes ✔️
—Other taxes ✔️
Grantor letters 42 0
State K-1s 22 0
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 ✔️

[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.

Download Comparison PDF

UltraTax SDP versus 1040SCAN

Document & field coverage 1040SCAN UltraTax SDP
Organizer pages ✔️
Source document types 39 35
Brokerage statements 582 60
—Exports margin interest ✔️
—Exports investment fees ✔️
—Exports foreign income ✔️
—Exports 65+ other fields ✔️
TaxCaddy fillable PDFs ✔️
—Charitable contributions ✔️
—Non-cash contributions ✔️
—1098s ✔️
—Other interest expenses ✔️
—Medical expenses ✔️
—Real estate taxes ✔️
—DMV fees and taxes ✔️
—Other taxes ✔️
Grantor letters 42 0
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 ✔️

[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 system that reads and extracts data from Federal Organizer Pages and Grantor Letters.

Download Comparison PDF