Test Table page


  • Optical Character Recognition Features

  • Organizer Pages
  • Source Document Types
  • Brokerage Statements
  • Grantor Letters
  • State K-1s

  • Functionality

  • In order to discover new 1099-B formats as early in the tax season as possible, SurePrep offers a Pre-Verification program at no cost.Free Pre-Verification
  • 1040SCAN PRO and 1040SCANverify only.Eliminates human verification for native PDFs

  • Integrations

  • SPbinder is SurePrep’s award winning workpaper system that integrates with PDF, Excel, Word, and Outlook emails. Lacerte TSI offers PDF workpapers only.Includes SPbinder
  • Integrates with TaxCaddy
  • RESTful API available

  • Verification & Preparation

  • 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 (Lacerte). Optionally, SurePrep can perform this verification for you.Optional Verification Service
  • Optional Full Preparation Service

  • 1040SCAN

  • 39
  • 546
  • 42
  • 22

  • Lacerte TSI

  • no
  • 11
  • 136
  • 0
  • 0
  • no
  • no
  • no
  • no
  • no
  • no
  • no


  • Optical Character Recognition Features

  • Organizer Pages
  • Source Document Types
  • Brokerage Statements
  • Grantor Letters
  • State K-1s<

  • Functionality

  • Eliminates human verification for native PDFs
  • FREE Pre-Verification

  • Integrations

  • Integrates with TaxCaddy
  • RESTful API available

  • Verification & Preparation

  • Optional Verification Service
  • Optional Full Preparation Service

  • Workpapers

  • Includes SPbinder

  • 1040SCAN

  • yes
  • 39
  • 546
  • 42
  • 22
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes

  • UT SDP

  • no
  • 35
  • 60
  • 0
  • 0
  • no
  • no
  • no
  • no
  • no
  • no
  • no
  • no


  • Optical Character Recognition Features

  • Organizer Pages
  • Source Document Types
  • Brokerage Statements
  • Grantor Letters
  • State K-1s
  • Exports margin interest
  • Exports Investment Fees
  • Exports foreign income
  • Exports 65+ other fields

  • Verifications

  • Eliminates human verification for native PDFs
  • Free Pre-Verification
  • Optional Verification Service

  • Integrations

  • Includes SPbinder
  • Integrates with TaxCaddy
  • RESTful API available

  • Optional Full Preparation Service


  • 1040SCAN

  • yes
  • 39
  • 546
  • 42
  • 22
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes
  • yes

  • Pfx Scan

  • no
  • 11
  • 136
  • 0
  • 0
  • no
  • no
  • no
  • no
  • no
  • no
  • no
  • no
  • no
  • no
  • no