- Why SurePrep
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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!
Our easy fit assessment tool will determine whether 1040SCAN is compatible with your tax software, firm structure, and goals. Answer 6 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.
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.
SurePrep is the only provider in the industry to offer this optional verification service. With 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!
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).
*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.”
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.
What tax software does 1040SCAN integrate with?
1040SCAN ORGANIZE will work with any tax software. 1040SCAN PRO, 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 or our full preparation outsourcing services.
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.