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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.
|Key Benefits||1040SCAN ORG||1040SCAN PRO||1040SCANverify|
|Integrates with TaxCaddy|
|Bookmarks and organizes 3x the documents|
|Reduces time spent creating tax workpapers|
|Identifies missing source documents|
|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||-||-|
Barbara Cooper, CPA, MBA Cooper Associates, LLC
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.