Automated Tax Scan & Verify Software - 1040 Verify | SurePrep

1040SCANverify

The most automated scan-and-populate solution on the market

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 the verification and 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.

1040SCANverify-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 - -

Testimonials, reviews, case studies and more

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.

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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

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

Blain Sanford, CPA, CEO Strategis CPAs & Consultants