1040SCAN Versions
1040SCAN uses Optical Character Recognition (OCR) to read scanned documents and is available in three different versions. You can use the version that best fits your needs based on the descriptions and table below.
1040SCAN ORGANIZE
automatically bookmarks and organizes source documents into SPbinder.
1040SCAN PRO
automatically bookmarks and organizes source documents into SPbinder and exports data to your tax software. With
1040SCAN PRO
, you verify the accuracy of the OCR'd data before exporting to tax software.
1040SCANverify
automatically bookmarks and organizes source documents into SPbinder and exports data to your tax software. With
1040SCANverify
, SurePrep staff verifies the accuracy of the OCR'd data before exporting to tax software.
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Key Benefits
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1040SCAN Org
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1040SCAN Pro
|
1040SCANverify
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|---|---|---|---|
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Integrates with TaxCaddy
|
Yes
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Yes
|
Yes
|
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Includes SPbinder
|
Yes
|
Yes
|
Yes
|
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RESTful API available
|
Yes
|
Yes
|
Yes
|
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Bookmarks and organizes 4-7x as many documents
|
Yes
|
Yes
|
Yes
|
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Reduces time spent creating tax workpapers
|
Yes
|
Yes
|
Yes
|
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Identifies missing source documents
|
Yes
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Yes
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Yes
|
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Eliminates human verification for native PDFs
|
No
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Yes
|
Yes
|
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Exports standard document data to tax software
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No
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Yes
|
Yes
|
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Calculates state exemption for tax exempt interest
|
No
|
Yes
|
Yes
|
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Prevents duplicate data from exporting to tax software
|
No
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Yes
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Yes
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All standard document data verified by SurePrep before being exported
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No
|
No
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Yes
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Minimizes training and implementation time
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No
|
No
|
Yes
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