Automate work paper preparation and eliminate data entry

Eliminate data entry with our industry-leading scan-and-populate solution, which automates 4–7x as many documents as the alternatives and exports data directly to your tax software: UltraTax CS, GoSystem Tax RS, CCH Axcess Tax, or Lacerte. Scale 1040SCAN according to your needs with three service level options: organize only, organize with data capture, and organize with data capture and OCR verification.

Features

• **Standardize work papers: **Automatically bookmark and organize source documents into a standardized work paper index that follows the order of the tax return thanks to scan-and-organize functionality.
• **Reduce or eliminate data entry: **Automate 4–7x as many documents as the alternatives. Unmatched document coverage eliminates more data entry for your preparers than any other solution on the market.
• **Eliminate OCR verification: **Patented, AI-powered technology auto-verifies OCR data for 65% of standard documents. Eliminate verification entirely with an optional service, performed by trained SurePrep staff.