Firms that utilize the following 5 key components of a successful scan-and-populate process benefit at each phase of the tax return process. Administrative costs are reduced. Workpaper preparation is automated. Review efficiency is maximized. And client service is improved. 1. An integrated mobile solution to request and receive client information (TaxCaddy) 2. Comprehensive source document coverage (1040SCAN) 3. OCR that eliminates human verification (1040SCAN) 4. A bespoke tax workpaper system to minimize review time (SPbinder) 5. Seamless tax return delivery and invoicing (TaxCaddy) Learn more about the 5 Keys to a Successful Scan and Populate Process with Dave Wyle, CEO at SurePrep, in this 60-minute webinar.