Kelling, Bocovich & Co., LTD

David Kelling, CPA and President of Kelling, Bocovich & Co., LTD knows all too well the inefficiencies of working with paper files. Just a few years ago, his firm still supported a paper-heavy tax workflow. But not anymore…

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LaPorte CPAs & Business Advisors

Crissie Landry, CPA and Director of Tax Services at LaPorte CPAs & Business Advisors (LaPorte), has first-hand experience making the transition from a paper-heavy to a completely paperless tax workflow. “I was originally with a firm that supported a manual, paper-laden tax process. In 2007, that firm merged with LaPorte. When I joined LaPorte…

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Cottrill, Arbutina & Associates PC

While Joe Bevevino, CPA, Vice President & Shareholder, was quick to assert that the firm would never go back to a manual, paper-heavy tax process, he also shared that the journey down the paperless trail was not without its bumps. “The first year was challenging. We worked hard at ‘process conformity…

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Susan Shusko, CPA

Susan began her own accounting practice in 1991, operating as a sole practitioner. Over the past two decades Susan’s firm has grown substantially, making time management very difficult during busy season. Searching for some relief from her tax season workload compression, Susan implemented tax document automation which now allows her to work less…

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What Customers Are Saying About 1040SCAN

  • 1040SCAN PRO is at the core of a highly efficient workflow. It is the elite software in its class.

    Crissie Landry, CPA LaPorte CPAs & Business Advisors
  • 1040SCAN has helped us to standardize our workpapers, while moving the scanning and verification to administrative staff, freeing up professional staff to get the tax files done in less time.

    Barbara Cooper, CPA, MBA Cooper Associates, LLC
  • 1040SCANverify can be a lifesaver for extensions. If you’re in a crunch and you need to quickly calculate an extension payment for clients that have primarily standard documents, it [1040SCANverify] can quickly calculate the tax liability.

    Beth Attebery, CPA The Henry Levy Group, A CPA Firm
  • With SPbinder, preparers can create open items and other notes that are automatically linked to the related workpapers. Then they can export the notes to email. Then I can get the email as the partner-in-charge, I can open SPbinder and quickly go to those pages and answer the questions, and leave a trail showing that it was me who answered it. So that was a process that gained efficiency.

    Jeff M. Lawson, CPA, MST Stoy, Malone & Company, P.C.
  • The decision to center our tax workflow process around SurePrep will prove to be one of the most important choices in the history of our firm.

    Adam Wolfe Bobby Medlin CPA
  • 1040SCAN did an excellent job of getting all the numbers out of brokerage statements… We could very easily get through multi-page Schedule D’s and out of maybe five or six hundred numbers that have to be imported into the return, there were only two or three numbers that had to be changed (in verification). So it was highly accurate.

    Paul Sevigny, CPA, CVA, CFA Stoy, Malone & Company, P.C.
  • 1040SCAN PRO has bookmarked the whole file, perfectly entered interest, dividends and it’s done. With 1040SCAN PRO I’d say that I easily saved 50-75% of my time.

    Susan Shusko, CPA