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Interactive Demonstration

Experience the entire SurePrep tax process from start to finish.



Automate workpaper preparation and eliminate data entry.

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Our solutions integrate with iconOur solutions integrate with: CCH Axcess Tax, GoSystem Tax RS, Lacerte, and UltraTax CS.

1040SCAN automate-preparation

1040 tax preparation automation

1040SCAN bookmarks and organizes source documents into a standardized workpaper index that follows the order of the tax return. Preparers don’t have to painstakingly assemble tax workpapers thanks to 1040SCAN’s automated scan-and-organize functionality.

1040SCAN reduce-eliminate-data-entry illustration

Reduce or eliminate data entry with scan-and-populate tax software

As the leading 1040 tax preparation automation software, 1040SCAN automates 4–7x as many documents as the alternatives. Its unmatched document automation coverage eliminates more data entry for your preparers than any other scan-and-populate solution on the market.

1040SCAN eliminate-ocr-verification

Eliminate OCR verification

1040SCAN’s patented, AI-powered technology auto-verifies OCR data for 65% of standard documents. Want to eliminate verification entirely? In addition, we offer an optional verification service where SurePrep staff validates the accuracy of all source document data extracted by our OCR. Visit the Learning Center to learn more about the three versions of 1040SCAN.

Available in three versions

Scale 1040SCAN according to your needs with three service level options: organize only, organize with data capture, and organize with data capture and OCR verification. Visit the Learning Center to learn more about the three versions of 1040SCAN.

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Interactive demo

Experience the entire SurePrep tax process from start to finish. Our interactive demonstration will walk you through TaxCaddy, 1040SCAN, and SPbinder from your team’s perspective. You’ll also see what TaxCaddy looks like from the taxpayer’s point of view!

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SurePrep Software Learning Center: Tax Technology Courses for SurePrep Products

Head over to the Learning Center for more in-depth information on 1040SCAN scanning software.


“SurePrep’s 1040 tax productivity solutions are best-in-class.”

-Manager, Small accounting firm

TechValidate Reviews of SPbinder

A ProSystem fx Tax user said that SurePrep’s solutions increased their 1040 realization rates by more than 20% compared to ProSystem fx Scan.

-Office Administrator, Small accounting firm

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“It’s made my life easier. When comparing to a competing product, SurePrep was far superior.”

-Director, Big Four accounting firm

TechValidate review of 1040SCAN
Susan Penno, Partner, Sassetti LLC

Eliminate OCR verification

We want our people who pick up the return after it comes back from 1040SCANverify processing to do most of the tax return review work, so the reviewers save time as well.

Susan Penno, Sassetti LLC
Susan Shusko, CPA Shusko Associates, LLP

Reduce or eliminate data entry

With 1040SCAN PRO I’d [say] that I easily saved 50-75% of my time.

Susan Shusko, Shusko Associates, LLP
David Kelling, CPA and President, Kelling, Bocovich & Co., LTD,

Automate preparation

We dropped about 20% on hours spent processing roughly the same amount of tax returns. That’s a huge savings and an incredible boost in efficiency.

David Kelling, Kelling, Bocovich & Co., LTD
TechValidate reviews for 1040SCAN

What are tax professionals saying about 1040SCAN? Feedback collected by TechValidate, an independent 3rd party survey provider.


Contact Sales

Contact us for product details or to schedule a one-on-one demonstration. After you submit the form, someone will call you within 1 business day (usually 1 business hour) to help you schedule a meeting with a product expert.

Our solutions only integrate with the following tax software: CCH Axcess Tax, GoSystem Tax RS, Lacerte, and UltraTax CS.