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    • Streamline GatheringProvide clients with an automated document request list that tracks their progress as they upload documents.
    • Simplify DeliveryWhen the return is finished, delivered it electronically to your client’s account along with the payment vouchers and your invoice.
    • Automate PreparationHave source documents automatically bookmarked and organized into a standardized workpaper index that follows the flow of the tax return.
    • Reduce or Eliminate Data EntryAutomate 4-7x more documents than competing scan-and-populate solutions with the most advanced OCR in the industry.
    • Eliminate OCR VerificationLeverage patented auto-verification technology that ensures 100% accuracy for native PDFs or eliminate the verification step by taking advantage of our popular verification service.
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    • Standardize Workpaper PreparationBenefit from a workpaper system that ensures standardization by automatically bookmarking and organizing workpapers and can include PDF, Excel, Word, and Email workpapers.
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Interactive Demonstration

Experience the entire SurePrep tax process from start to finish.

GO TO DEMO

The Next Generation Scan and Populate: 100% Accuracy, No Human Verification

Scan-and-populate solutions reduce data entry, but most require tax preparers to spend time verifying the OCR’d data. Traditional solutions like CCH Scan Autoflow tax software can’t guarantee 100% accuracy. In this session, attendees will learn about a new technology that eliminates human verification. We’ll explain how the technology works from a technical perspective and discuss real-world data and benefit examples. Learn how 1040SCAN reduces verification time and cost by:

  • Automatically identifying non-standard documents and removing them from verification
  • Eliminating the need to verify native PDFs, like those received directly from the banks, brokerages, and payroll service providers

SurePrep’s solutions integrate directly with CCH Axcess Tax and CCH ProSystem fx Tax, so CCH Scan Autoflow tax software users can make a seamless switch to 1040SCAN.

Our solutions also integrate with GoSystem Tax RS, Lacerte, and UltraTax CS.

 

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