- Why SurePrep
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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 four to seven 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 newly patented 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% accuracy. No 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 PRO automatically bookmarks, organizes and exports data from 4x – 7x 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).
Our newly patented 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.
Our Optical Character Recognition already automates 4 – 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).
Susan Shusko, CPA Shusko Associates, LLP
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.
|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||-||-||-|
"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."
Feedback collected by TechValidate, an independent 3rd party survey provider.
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.
Why is 1040SCANverify Popular with Firms?
SurePrep’s unique 1040SCANverify option is a combination of software and service that continues to increase in popularity. 1040SCANverify helps you verify OCR’d source document data for accuracy before it gets exported to tax software. In this 30-minute session, two SurePrep customers will share:
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.
Boomer Guide to Simplifying Tax Time
“This is the most innovative thing I’ve seen this year.” – L. Gary Boomer, CPA, CITP
For many taxpayers, the bulky organizer feels like dreaded homework. 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 the TaxCaddy app for iPhone and Android.