1040SCAN ORGANIZE | SurePrep Professional Tax Automation Software

1040SCAN ORGANIZE

Automate workpaper preparation

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.

1040SCAN-ORGANIZE-flow
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 - -

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My firm uses tax software

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