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!

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Is 1040SCAN right for your firm?

Our easy fit assessment tool will determine whether 1040SCAN  is compatible with your tax software, firm structure, and goals. Answer 5 simple questions to instantly receive a personalized compatibility report. The assessment tool is a great, non-committal first step if you are curious about SurePrep solutions but still need more information. 

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Why is Digital 1040 Transformation Important for Your Firm and Clients?

Learn how other firms have successfully transformed their tax preparation process with SurePrep’s solutions.

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1040SCAN automates 4x - 7x as many documents as the competition.

See how 1040SCAN stacks up when compared to:

 

Lacerte TSI

PRO fx SCAN

Ultratax SDP

1040SCAN Industry-Leading Document Coverage Video Cover

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!

View this 5 minute overview video to understand why 1040SCANverify is our most popular solution!

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How does 1040SCANverify work?

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 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 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
  • Identifies, analyzes, and references accepted documents*
  • Automatic printing of DreamWorkpapers

  • 1040SCAN ORG


  • Scan and Organize


  • 1040SCAN PRO


  • Scan and Populate


  • 1040SCANverify


  • Scan, Verify and Populate


  • 1040SCANverify+


  • Scan, Verify, and Populate+


  • Key Benefits

  • 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
  • Identifies, analyzes, and references accepted documents*
  • Automatic printing of DreamWorkpapers

  • 1040SCAN ORG


  • Scan and Organize


  • 1040SCAN PRO


  • Scan and Populate


  • 1040SCANverify


  • Scan, Verify and Populate


  • 1040SCANverify+


*Accepted documents include: CY Federal/State Estimate Payment Vouchers, Driver’s License, Noncash Contributions (receipts/letters), Personal Property Tax related documents, Portfolio Account Statements, Profit and Loss statements, PY 1040 Draft-Prior Year Carryover, Depreciation & Amortization, Real Estate taxes, Section 529 Plan Account statements, and Settlement statements – Seller.

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 Huth Thompson LLP Cover Image

Huth Thompson LLP

It would be 7-10 days in peak time for a return to get through review. Now we’re looking at 3 or 4. – Cindy Bupp

In this Success Story we spoke with Cindy Bupp, EA, Manager of Huth Thompson LLP. The firm is a full-service tax, accounting, and business advisory firm with approximately 50 employees in two office locations. They use UltraTax, 1040SCAN, and SPbinder and the firm is a member of Rootworks.

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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, 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

Enable Work From Home, Reduce Workload Compression, and Improve the Client Experience with a Completely Digital 1040 Workflow

Streamlined, digital processes are more important today than ever before. A tax workflow that allows the entire team, including administrative staff, to work from home is not just a “nice-to-have” it’s a requirement in the post COVID-19 world.
• Giving you access to tax documents the day they’re issued from banks, brokerages and payroll service providers
• Eliminating data entry into tax software
• Reducing review time by 50%
• Offering modern, mobile conveniences to your 1040 clients

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Reduce Costs and Optimize Productivity with a Combination of Software and Service [with ROI Calculator]

For some firms, the time and staffing commitment involved in OCR verification can put a significant strain on resources, and not all firms are interested in a full preparation Outsource service. SurePrep’s 1040SCANverify is a more affordable middle ground between full preparation outsource and traditional scan and populate.

In this whitepaper, we’ll take a detailed look at 1040SCANverify’s features, explore the benefits of using SurePrep’s OCR verification service, and present two case studies from satisfied and successful clients. As an additional tool to help you evaluate the potential return on your 1040SCANverify investment, we’ve included an ROI Calculator.

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Have questions about our software and services?

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