1040SCAN

1040scan-video-preview-white

Automate workpaper preparation and eliminate data entry

1040SCAN is the most advanced scan-organize-and-populate system in the tax and accounting industry. If you want to automate tax workpaper preparation and eliminate data entry into your tax software there is no better solution than 1040SCAN.

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

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% accuracyNo human verification is required. No other solution provider offers this revolutionary new auto-verification technology.

1040SCAN works with TaxCaddy and SPbinder to streamline the entire 1040 process for you and your clients.

 

1040SCAN is available in four versions

A diagram that illustrates the levels of scan and populate solutions 1040SCAN Organize, PRO, verify, and verify+

1040SCAN ORGANIZE scan and organize solution folder illustration

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.

Scan and Populate

1040SCAN PRO automatically bookmarks, organizes and exports data from 3x – 5x as many documents as its competitors. It dramatically reduces data entry by exporting to 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.

Our new patent-pending 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.

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1040SCAN PRO scan and populate solution folder illustration
1040SCANverify scan, verify and populate solution folder illustration

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).

Everything but the non-standard document data

Our Optical Character Recognition already automates 3-5x 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).

1040SCANverify+scan, verify, populate, standard documents solution folder illustration

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

Key Benefits

Key Benefits 1040SCAN ORG 1040SCAN PRO 1040SCANverify 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 - -
All non-standard documents indexed and organized by SurePrep - - -
Automatic printing of DreamWorkpapers - - -

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

View the following comparisons to see how 1040SCAN stacks up!

1040SCAN Feature and Benefit Videos

1040SCAN is Available in Four Versions

Industry-Leading Document Coverage

Next Generation Scan-and-Populate

A manager at a Leading Edge Alliance member firm and CCH ProSystem fx Tax user would be very likely to recommend SurePrep for the following reasons:

"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."

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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.

Learning Resources

Webinar

SurePrep Webinars on 1040 Tax Return Automation Solutions

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?

VIEW RECORDING

Success Story

SurePrep Success Stories with SurePrep's 1040 Tax Return Automation Solutions

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.

READ STORY

Whitepaper

SurePrep Whitepapers

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 clientsTaxCaddy, 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.

GET WHITEPAPER

 

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