1040SCANverify is a combination of software and service, and it's SurePrep's most popular offering. With any scan-and-populate software, it’s a best practice to verify OCR’d source document data for accuracy before it gets exported to tax software (CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax). With 1040SCANverify, we perform the verification for you.
Once the verification is completed by SurePrep, Paul Preparer simply exports to tax software and finishes preparing the return. Paul loves the fact that 80% of the data entry is done for him. Once Paul is done preparing the return it is sent to Robin for review. Robin uses SPbinder's notes, annotations, cross-references and sign-offs to review the workpapers more efficiently than ever before. Combine 1040SCANverify with TaxCaddy for the most streamlined, productive tax automation solution on the market.
|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||-||-|
Beth Attebery, CPA The Henry Levy Group
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.
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.
Blain Sanford, CPA, CEO Strategis CPAs & Consultants
SurePrep is humming this year. Thank you for a great product.
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.