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SurePrep 1040SCAN
Scan-and-populate software that reads 1040 source documents, bookmarks them into a standardized workpaper index and exports the data to tax software.
| What the AI does | Patented AI-powered technology with text-layer matching automatically verifies OCR data for 65% of standard documents; suite-wide artificial intelligence and machine learning |
|---|---|
| Who it serves | Tax offices, Small CPA firms |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | Not stated on the vendor site |
| Best fit | Small firm, Mid-size firm |
| Category | Document Collection, OCR & Data Entry |
| Also fits | Tax Preparation & Review AI |
| Part of | SurePrep (Thomson Reuters) |
| Works with | UltraTax, GoSystem, CCH Axcess, Lacerte, SafeSend, SPbinder |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
SurePrep 1040SCAN is listed as a fit for small and mid-size firms, and the vendor names tax offices and small CPA firms on its own site. The job it gets hired for: collecting client documents, reading them and getting the numbers into the ledger or the return without retyping. It also fits the Tax Preparation & Review AI category.
What it costs
SurePrep 1040SCAN is priced by quote, so the demo is where you get a number tailored to your firm. Ask the vendor about a trial when you reach out.
Good to know
SurePrep 1040SCAN is Thomson Reuters' scan-and-populate engine: it reads 1040 source documents, bookmarks them into a standardized workpaper index and exports the data into CCH Axcess Tax, GoSystem Tax RS, Lacerte or UltraTax CS, while the Organize edition works with any tax software. Its AI-powered verification auto-verifies the data for about 65% of standard documents, and the 1040SCANverify service adds human verification. Pricing is by quote.
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