1040 Scan (Verify) and Populate

“Scan & Populate” solutions would be more accurately described as “Scan, Verify & Populate”. That’s because it’s a best practice to verify the accuracy of OCR’d source document data before it gets exported to tax software. Verifying OCR’d data can be time-consuming and impacts your overall efficiency.

In this session, we’ll discuss several options for verifying OCR’d data including having it done by non-professional staff (temps, admin, etc.), interns, tax professionals and third-party outsourcers and compare them in terms of:

  • Automation and efficiency
  • Workflow
  • Training and implementation

1040SCAN PRO and 1040SCANverify integrate with CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax, Lacerte and UltraTax CS

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