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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!
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!
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).
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).
*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.
“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.”
“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.
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.
“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.