1040SCAN

Overview Video 1040SCAN

Automate workpaper preparation and eliminate data entry

1040SCAN’s industry-leading Optical Character Recognition (OCR) automatically bookmarks, organizes and exports data from four to seven times as many documents as the competition. We even offer an optional service to verify the accuracy of OCR’d source document data before it gets exported to your tax software.

1040SCAN’s newly patented auto-verification technology can verify native PDFs with 100% accuracy. No human verification is required.

Automate workpaper preparation and eliminate data entry with 1040SCAN!

WATCH 1040SCAN OVERVIEW

1040SCAN automates 3x - 5x as many documents as the competition.

See how 1040SCAN stacks up when compared to:

 

Lacerte TSI

PRO fx SCAN

Ultratax SDP

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Now with Auto-Verification for Native PDFs! 100% Accuracy. No Human Verification.

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Our newly patented auto-verification technology compares the traditional OCR to the native PDF text layer. When the two layers match, the document is automatically verified with 100% accuracy. No human verification is required.

SurePrep is the only provider to offer this patented technology!

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Optional Verification Service to Decrease Workload Compression.

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. With 1040SCANverify and 1040SCANverify+, we perform the verification for you.

SurePrep is the only provider in the industry to offer this optional verification service. With 1040SCANverify and 1040SCANverify+ you can get 80% of the work done for 20% of the cost of full preparation outsource!

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1040SCAN is available in four versions

1040SCAN’s industry-leading Optical Character Recognition (OCR) is offered as software only (1040SCAN ORGANIZE and 1040SCAN PRO),
or software and service (1040SCANverify, 1040SCANverify+).

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1040SCAN ORG

Scan and Organize

1040SCAN ORGANIZE automates tax workpaper preparation by bookmarking and organizing source documents into a standardized workpaper index that follows the flow of the tax return. No source document data is exported to your tax software.

1040SCAN PRO

Scan and Populate

1040SCAN PRO automatically bookmarks, organizes and exports data from 4x – 7x as many documents as the competition. It dramatically reduces data entry by exporting directly to your tax software (only integrated with CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte and UltraTax).

Now with Auto-Verification for Native PDFs! 100% Accuracy. No Human Verification.

1040SCANverify

Scan, Verify and Populate

1040SCANverify is a combination of software and service. 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. With 1040SCANverify, we perform the verification for you.

(Only integrated with CCH Axcess Tax, CCH Global fx Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax).

1040SCANverify+

Scan, Verify and Populate +

Our Optical Character Recognition already automates 4x – 7x as many documents as the competition. With 1040SCANverify+ SurePrep staff take it a step further and manually bookmark and organize the non-standard documents. All that’s left for your preparers to do is enter the non-standard document data into your tax software.

(Only available for CCH Axcess Tax and GoSystem Tax RS users).


  • Key Benefits

  • Integrates with TaxCaddy
  • Includes SPbinder
  • RESTful API available
  • Bookmarks and organizes 4x – 7x 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
  • All non-standard documents indexed and organized by SurePrep
  • Automatic printing of DreamWorkpapers

  • 1040SCAN ORG


  • Scan and Organize


  • 1040SCAN PRO


  • Scan and Populate


  • 1040SCANverify


  • Scan, Verify and Populate


  • 1040SCANverify+


  • Scan, Verify, and Populate+

Not sure which 1040SCAN version is the best one for your firm?

Customer Reviews You Can Trust

Feedback collected by TechValidate, an independent 3rd party survey provider.

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A manager at a Leading Edge Alliance member firm and CCH ProSystem fx Tax user said:

“SurePrep delivers a standardized, organized set of workpapers and readily brings in tax information into our tax software. It is particularly useful for consolidated broker statements and K-1’s. SurePrep reduces review time – both WIP and time on manager/director already pressed for time during tax season.”

SEE WHAT YOUR PEERS ARE SAYING

Customer Success Story LaPorte CPAs & Business Advisors Cover Image

LaPorte CPAs & Business Advisors

“We figured out how to deliver a quality product in far less time, and this has greatly improved our bottom line” – Crissie Landry, CPA and Director of Tax Services at LaPorte CPAs & Business Advisors.

LaPorte is a full-service tax, accounting, and business advisory firm with approximately 150 employees in multiple office locations. Laporte uses ProSystem fx Tax, 1040SCAN PRO and SPbinder and the firm is a member of RSM US Alliance.

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Frequently Asked Questions

What tax software does 1040SCAN integrate with?

1040SCAN ORGANIZE will work with any tax software. 1040SCAN PRO, 1040SCANverify and 1040SCANverify+ integrate with CCH Axcess Tax, CCH ProSystem fx Tax, CCH Global fx, GoSystem RS, Lacerte and UltraTax.

What type of support is provided?

Unlimited e-mail, live chat, telephone and GoToMeeting support is provided free of charge to all current customers.

What is the 1040SCAN turn around time?

An average return with 50 pages of source documents generally takes less than 30 minutes to process.

Does using your software affect any client disclosure or consent requirements?

Since using 1040SCAN ORGANIZE and 1040SCAN PRO do not result in the disclosure of client data to anyone outside your firm, no special disclosure or consent are required. Special disclosure and/or consent are only required when using 1040SCANverify, 1040SCANverify+ or our full preparation outsourcing services.

Professional Tax Automation Webinar by SurePrep

Why Does 1040SCANverify Popularity Continue to Trend Up?

Scan-and-populate solutions drive meaningful savings to the bottom line. In this 30 minute session we discuss what makes 1040SCANverify the most productive, and easy to implement scan-and-populate solution in the tax and accounting industry and we speak with two SurePrep customers about the following:

  • What common issues does 1040SCANverify address?
  • What makes 1040SCANverify unique?
  • What was it like getting started with 1040SCANverify?

ACCESS WEBINAR

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Boomer Guide to Simplifying Tax Time

“This is the most innovative thing I’ve seen this year.” – L. Gary Boomer, CPA, CITP

Today, there is a new solution that simplifies tax time for both accounting firms and their clients. TaxCaddy, SurePrep’s multiple award-winning 1040 productivity solution, allows taxpayers to answer organizer questions, upload documents, and snap pictures of documents with TaxCaddy app for iPhone and Android.

ACCESS WHITEPAPER

 

Have questions about our software and services?

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