1040SCAN PRO | Professional Tax Automation Software

1040SCAN PRO

Automate workpaper preparation and data entry

1040SCAN PRO saves Paul Preparer time by automatically bookmarking, organizing and exporting data from three times as many documents as its competitors. 1040SCAN PRO dramatically reduces data entry by exporting to CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte and UltraTax. Robin Reviewer uses SPbinder's notes, annotations, cross-references and sign-offs to review the workpapers more efficiently than ever before. Combine 1040SCAN PRO with TaxCaddy for a truly automated, end-to-end paperless tax process.

 

1040SCAN-PRO-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

1040SCANverify can be a lifesaver for extensions. If you’re in a crunch and you need to quickly calculate an extension payment for clients that have primarily standard documents, it [1040SCANverify] can quickly calculate the tax liability.

Beth Attebery, CPA The Henry Levy Group

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.

Susan Shusko, CPA Shusko Associates, LLP

SurePrep is humming this year. Thank you for a great product.

Blain Sanford, CPA, CEO Strategis CPAs & Consultants

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