Scan-and-populate tax software
Maximize efficiency and automate tax work-paper preparation with 1040SCAN
Automatically sort, bookmark, and organize workpapers into an index tree while using optical character recognition (OCR) to extract and export data to your tax software
Reduce repetitive and manual time-consuming tasks with tools designed for tax professionals
Review more tax documents than any other competitor with OCR
Use this OCR software to scan documents for letters, numbers, and other symbols, then convert them into usable data and export them directly into your tax preparation software. 1040SCAN recognizes 4 to 7 times as many tax documents as other competing solutions, allowing for maximum document coverage and reducing time on manual data entry.
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Embrace unique verification methods to lighten the workload
Reduce the time spent verifying OCR and manually entered data with the unique verification tools of our scan-and-populate solution. 1040SCAN removes the need to verify OCR data for 65% of standard documents using patented text-layer matching and artificial intelligence (AI), saving time while boosting productivity.
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Automatically organize and bookmark workpapers into a standardized index tree
Save hours with our scan-and-organize technology by uploading your documents or creating a binder through TaxCaddy to sort through workpapers and easily organize non-standard documentation into your index tree. Your team can verify, reorganize, and recognize documents from any location — perfect for remote, hybrid, or multi-office workflows.
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Hear what tax professionals say about 1040SCAN
"We want our people who pick up the return after it comes back from 1040SCANverify processing to do most of the tax return review work, so the reviewers save time as well."
Susan Penno
Sassetti LLC
"With 1040SCAN PRO, I'd say that I easily saved 50 to 75% of my time."
Susan Shusko
Shusko Associates, LLP
"We dropped about 20% on hours spent processing roughly the same amount of tax returns. That's a huge savings and an incredible boost in efficiency."
David Kelling
Kelling, Bocovich & Co., LTD
Questions about 1040SCAN? We're here to support you.
800-968-8900
Call us or submit your email and a sales representative will contact you within one business day.
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