Toronto, Ontario
2008
Enterprise (1,000+ employees)
SurePrep 1040SCAN (with SPbinder), the industry-leading scan-and-populate solution, empowers tax and accounting firms to streamline and standardize their tax preparation workflows, saving hours each week, reducing errors, and enabling staff to process more returns efficiently. With integrated document management and automated data processing, 1040SCAN delivers proven operational efficiency and accuracy—helping firms grow without increasing staff costs. Backed by Thomson Reuters, 1040SCAN also offers the reliability, support, and security of a global leader in tax and accounting technology, giving firms confidence in both their daily operations and long-term growth.
1040SCAN automatically extracts and exports workpaper data directly to your tax software using OCR technology, eliminating the need for manual data entry. It automatically ingests source document data so no manual input is required. SPbinder automatically sorts, bookmarks, and organizes workpapers into a standardized index tree that follows the order of the tax return. Preparers don’t have to painstakingly assemble tax workpapers manually, saving significant time from preparation to client delivery.
All Firm Sizes
Head of Tax / Tax Partner; Managing Partner / Firm Owner; Director of Operations; Technology Director / IT Lead
Custom Pricing
Phone, Email, Live Chat
Not provided
Contact for pricing
Connect taxpayers and tax professionals with the ultimate 1040 taxpayer collaboration software that streamlines communication, document gathering, questionnaires, e-signatures, tax payments, invoicing, and tax return delivery. This tax client portal allows you to eliminate the traditional organizer and consolidate the experience into a single, user-friendly app.
Easily manage digital workpapers with this intelligent digital binder solution. Organize client documents effortlessly, collaborate seamlessly across teams, and ensure data accuracy. SPbinder helps tax professionals facilitate an efficient review with tick marks, annotations, notes, and hyperlinked cross-references that work on all supported file types.
Use this industry-leading scan-and-populate solution to eliminate data entry, which processes 4 to 7 times more documents than alternatives. Save time and improve accuracy by bookmarking and organizing source documents into a standardized work paper index that follows the order of the tax return. 1040SCAN’s patented AI-powered technology automatically verifies data for 65% of standard documents.
Expand tax preparation capacity without increasing headcount. This year-round service offers a dedicated team of professionals to combat workload compression and fuel practice growth. Leverage AI-powered technology and rigorous quality control for accurate, timely returns. Enjoy seamless collaboration, transparent pricing, and flexible engagement models tailored to your firm’s unique needs.
BDO
Forvis
McGowen Hurst Clark Smith
SurePrep solutions integrate with CCH Axcess Tax, GoSystem Tax RS, Lacerte, and UltraTax CS. Only 1040SCAN ORGANIZE will work with any tax software.
Customers will still login using the existing portal. Thomson Reuters is dedicated to maintaining current product integrations, enhancements, and user experience. Customer support and the SurePrep help center will transition to Thomson Reuters environments with minimal interruption to customer experience through 2025.
The sureprep.com brand website will be retired in the Spring of 2025, with site visitors redirected from sureprep.com to Thomson Reuters SurePrep information.
