1040SCAN

Automate workpaper preparation and eliminate data entry.

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

Automate preparation

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

1040SCAN reduce-eliminate-data-entry illustration

Reduce or eliminate data entry

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

Eliminate OCR Verification

1040SCAN’s patented auto-verification technology guarantees 100% accuracy for native PDFs by comparing the OCR data to the PDF’s text layer. In addition, we offer an optional verification service where SurePrep staff validates the accuracy of all OCR’d data.

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

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

– Manager, Small accounting firm

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

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

– Director, Big Four Accounting Firm

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