1040 Scan (Verify) and Populate

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Professional Tax Automation Webinar by SurePrep

1040 Scan (Verify) and Populate

“Scan & Populate” solutions would be more accurately described as “Scan, Verify & Populate”. That’s because it’s a best practice to verify the accuracy of OCR’d source document data before it gets exported to tax software. Verifying OCR’d data can be time-consuming and impacts your overall efficiency.

In this session, we’ll discuss several options for verifying OCR’d data including having it done by non-professional staff (temps, admin, etc.), interns, tax professionals and third-party outsourcers and compare them in terms of:

• Automation and efficiency
• Workflow
• Training and implementation

1040SCAN PRO and 1040SCANverify integrate with CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax, Lacerte and UltraTax.

Presented by: David Wyle, SurePrep CEO
David Wyle is the President and CEO of SurePrep. Prior to founding SurePrep, Mr. Wyle founded and was CEO of ePace! Software, creator of the industry leading paperless engagement program originally called ePaceENGAGEMENT. In 2001 CCH Incorporated purchased ePace! Software and rebranded ePaceENGAGEMENT as ProSystem fx Engagement. Prior to founding ePace! Software, Mr. Wyle was a CPA with Coopers & Lybrand. Mr. Wyle earned a BA degree in Economics from the University of California at Santa Barbara in 1994.