Announcing The Next Generation Scan and Populate

Scan and populate solutions reduce data entry, but they require tax preparers to spend time verifying the OCR’d data since scan and populate solutions can’t guarantee 100% accuracy. That is, until now. We’re excited to announce the launch of the next generation of scan and populate. SurePrep’s revolutionary, newly patented auto-verification for native PDFs eliminates human verification and delivers 100% accuracy.


How 1040SCAN's auto-verification works.

Native PDFs are different than the PDFs you create when you scan a paper document. Native PDFs are documents downloaded directly from your clients’ financial institutions, like a 1099 downloaded from the Schwab website. You’re probably already receiving native PDFs from clients via email, your portal or file sharing service.

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.


1040 Autoverification for Native PDFs
Decrease workload compression. Increase your bottom line.

Decrease workload compression. Increase your bottom line.

A tax preparer typically spends 30 minutes or more verifying OCR’d data on a tax return with 50 pages of source documents. When using SurePrep’s next-generation solutions, since 2/3rds of the documents or more will be auto-verified, the human verification that used to take 30 minutes per return, will take just 11 minutes or less.

Imagine the decrease in your staff’s workload compression and the improvement to your firm’s bottom line.


How do you take advantage of the next-generation scan and populate?

Since 1040SCAN’s auto-verification delivers 100% accuracy with no human verification required, you’ll want to make it easy for your clients to deliver native PDFs. TaxCaddy does just that.

TaxCaddy links to over 300 financial institutions to automatically fetch documents like W-2s, 1099s, 1098s and much more. All of them, native PDFs. Last tax season, 64% of the documents received by SurePrep customers who used TaxCaddy were native PDFs.


TaxCaddy Smart Links connect to 300 financial institutions
Join 2 of the Big 4, 5 of the Top 10 CPA firms

Who are SurePrep's customers?

Our solutions are used by over 23,000 tax professionals to reduce administrative costs, automate workpaper preparation, maximize review efficiency and improve client service. Join 2 of the Big 4, 5 of the Top 10, almost half of the Top 100, plus hundreds of small to mid-sized firms who are benefiting from SurePrep’s newly patented, next-generation scan-and-populate.