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

All data captured by OCR needs verification; the same is true for manually entered data entries. Our scan-and-populate solution offers unique verification tools to save time while boosting productivity. 1040SCAN eliminates the need to verify OCR data for 65% of standard documents with the power of patented text-layer matching and artificial intelligence (AI).

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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

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