1040SCAN is an advanced OCR solution that automates data entry for those returns where outsourcing is not an option.

Benefits

  • Recognizes thousands of organizer pages, government forms and brokerage statements
  • Uses hundreds of business rules to ensure accuracy and improve efficiency
  • Eliminates 50% or more of data entry into tax software
  • Automates review with an organized, bookmark (by document name) and reference PDF File
  • Does not require bar coding or seperate pages
  • Does not require client informaiton to be disclosed to third parties
  • TaxSoftware: GoSystem RS, ProSystem fx, Lacerte and UltraTax
  • Works with 1040 and 1041 tax returns