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SurePrep service types
Choose the correct SurePrep service based on your firm's contract and workflow needs.
The following services are available by SurePrep. Your selection will be based on your contract with SurePrep.
Service | Description |
|---|---|
Outsource Onshore Outsource Offshore | This service submits the return to SurePrep Onshore/Offshore. SurePrep actions:
Upgrade : Outsource is an upgrade to the 1040SCANverify service. |
1040SCANverify Onshore 1040SCANverify Offshore | This service lets you send tax documents to SurePrep Onshore or Offshore to process (capture and verify OCR data) standard source documents, including IRS forms, brokerage statements, and organizer pages. SurePrep actions:
Your firm actions:
Upgrade : 1040SCANverify is an upgrade to the 1040SCAN PRO service. |
1040SCAN PRO | OCR technology reads and transfers data from source documents to your tax application. You must verify the accuracy of the data read from source documents before the system transfers it to your tax application. After you transfer data to the tax application, you can create organized bookmarked workpapers for each binder. SurePrep actions:
Your firm actions:
Upgrade : 1040SCAN PRO is an upgrade to the 1040SCAN ORGANIZE service.1040SCAN uses Artificial Intelligence (AI) and Machine Learning (ML) to increase verifiers' productivity and accuracy by providing:
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1040SCAN ORGANIZE | OCR technology organizes and bookmarks client source documents into an electronic workpaper file from scanned PDF or TIFF files. SurePrep actions:
1040SCAN uses AI to increase verifiers' productivity and accuracy by providing:
Upgrade : 1040SCAN ORGANIZE is an upgrade to SPbinder service. Instead of manually organizing documents/workpapers into their respective folders in SPbinder, 1040SCAN ORGANIZE saves you time by using OCR to match documents to their folders.note
|
SPbinder (service) | This service lets you send source documents to SurePrep, where you can organize them into an electronic workpaper file. note
|
note
For 1065, 1120, and 1120S binder types, only Outsource Offshore and SPbinder services are available. The service type selected for a binder is displayed in the Service column in FileRoom. For other tax applications, only 1040SCAN ORGANIZE and SPbinder services are available.
Key Benefits | 1040SCAN ORG | 1040SCAN PRO | 1040SCANverify |
|---|---|---|---|
Integrates with TaxCaddy | Yes | Yes | Yes |
Includes SPbinder | Yes | Yes | Yes |
RESTful API available | Yes | Yes | Yes |
Bookmarks and organizes 4-7x as many documents DILLY: Uses AI/ML to automatically index common non-standard documents in their respective folders in SPbinder | Yes | Yes | Yes |
Reduces time spent creating tax workpapers | Yes | Yes | Yes |
Identifies missing source documents | Yes | Yes | Yes |
Eliminates human verification for native PDFs | No | Yes | Yes |
Exports standard document data to tax applications | No | Yes | Yes |
Calculates state exemption for tax exempt interest | No | Yes | Yes |
Prevents duplicate data from exporting to tax applications | No | Yes | Yes |
All standard document data verified by SurePrep before being exported | No | No | Yes |
Minimizes training and implementation time | No | No | Yes |
Auto-verify non-native documents: Uses AI/ML to verify certain PDF documents that were scanned in from a physical paper document and uploaded to the binder as a PDF image | N/A | Yes | Yes |
K-1 Reclass auto-recommendations (in SPbinder) | N/A | Yes | Yes |
See SurePrep Policy on document coverage for 1040 and 1041 returns.
In-house and outsource service
When you submit binders in FileRoom, you'll need to upload the client's most recent tax application file details. You can upload binders as in-house or outsource services based on the tax application your firm has configured.
In-house
: 
Outsource
: 
Related Content
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1040SCAN Versions
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