5 Key Components of a Successful Scan and Populate Process

View this recording to learn about the critical areas of the 1040 tax return workflow that need to be optimized for a successful scan and populate process, and how your firm can deliver more returns, increase client satisfaction and grow the bottom-line next tax season.

Today, firms can achieve an end-to-end digital tax return workflow by focusing on the 5 key components of a successful scan and populate process. Firms that utilize these components benefit at each phase of the tax return process. Administrative costs are reduced. Workpaper preparation is automated. Review efficiency is maximized. And client service is improved.

In this session, you will learn about the 5 most important components of a successful and productive scan and populate process.

1. An integrated, mobile solution to request and receive client documents, organizer questions, and e-signatures
2. Comprehensive source document coverage to maximize automation and reduce data entry into tax software
3. Patented technology that dramatically reduces human verification and an optional verification service
4. A bespoke tax workpaper system to minimize review time
5. Seamless tax return delivery and invoicing to improve client service

For decades, the 1040 tax return preparation process has followed a common workflow, where documents and data are requested and gathered from the taxpayer, then the workpapers and the tax return are prepared, reviewed and finalized and delivered. While these steps have remained somewhat constant, the efficiency in which they can be accomplished is evolving. SurePrep offers a number of solutions to automate and streamline each phase of the 1040 tax return preparation process, resulting in improved standardization, increased productivity and exceptional client service.