1040SCAN’s new patent-pending technology compares the traditional OCR to the native PDF text layer and when OCR and the native PDF text layer match, the document is automatically verified with 100% accuracy. No human verification is required. No other solution provider offers this revolutionary new auto-verification technology.
A tax preparer typically spends 30 minutes or more verifying OCR’d data on a tax return with 50 pages of source documents. When using SurePrep’s next-generation solutions, since 2/3rds of the documents or more will be auto-verified, the human verification that used to take 30 minutes per return, will take just 11 minutes or less.
|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||-||-|
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.
Susan Shusko, CPA Shusko Associates, LLP
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.