1040SCAN ORGANIZE

Automate workpaper preparation and review

1040SCAN ORGANIZE saves Paul Preparer time by automatically bookmarking and organizing three times as many documents as our competitors. Robin Reviewer uses SPbinder‘s notes, annotations, cross-references and sign-offs to review the workpapers more efficiently than ever before. Combine 1040SCAN ORGANIZE with TaxCaddy for a totally streamlined tax process.

Read the success stories of firms who improved their 1040 profitability and efficiency with SurePrep’s tax automation solutions.

SUCCESS STORIES

1040SCAN-ORGANIZE-flow
Key Benefits 1040SCAN ORG 1040SCAN PRO 1040SCANverify
Integrates with TaxCaddy
RESTful API available
Bookmarks and organizes 3x the documents
Reduces time spent creating tax workpapers
Identifies missing source documents
Eliminates human verification for native PDFs -
Exports standard document data to tax software -
Calculates state exemption for tax exempt interest -
Prevents duplicate data from exporting to tax software -
All standard document data verified by SurePrep before being exported - -
Minimizes training and implementation time - -
SurePrep's most popular offering - -

Testimonials, reviews, case studies and more

SurePrep is the leader in 1040 productivity for CPA firms. We deliver seamless integration with CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax, Lacerte and UltraTax to automate and streamline the entire 1040 process for both the taxpayer and CPA. Our solutions are used by more than 19,000 tax professionals ranging from Big 4 firms to sole practitioners to reduce administrative costs, automate workpaper preparation, maximize review efficiency and improve client service. Our award-winning solutions deliver meaningful savings to the bottom line. But don't take our word for it, we used a third party to survey our customers.

See how 1040SCAN stacks up against the competition.

I use the following tax software...

Lacerte CCH Global fx / ProSystem fx / Axcess Tax UltraTax

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