1040SCAN
1040SCAN extracts tax-document data, exports it to tax software, and uses AI in data verification.
What it does
- Document extraction
- Workflow automation
Features 4
- Optical character recognition (OCR)Converts scanned tax documents into usable data for tax preparation software
- Intelligent data verificationUses text matching and machine learning to verify extracted tax information
- Review WizardGuides staff through verification with original documents and captured data displayed together
- Bookmarking and indexingAutomatically organizes tax documents into standardized indexes for workpaper preparation
Sources
- Pricing
-
Official documentation · 15 Oct 2026
"Have questions? Contact a representative"
- Description
-
Official documentation · 15 Oct 2026
"extracts information from tax documents and exports the data directly to your tax software"
- What it does
-
Official documentation · 15 Oct 2026
"using patented text-layer matching and artificial intelligence (AI)"
- Sold within
-
Official documentation · 15 Oct 2026
"Only 1040SCAN ORGANIZE will work with any tax software."
- Name
-
Official documentation · 15 Oct 2026
"tax work-paper preparation with 1040SCAN"
- URL
-
Official documentation · 15 Oct 2026
"tax work-paper preparation with 1040SCAN"
- Deployment
-
Official documentation · 15 Oct 2026
"bring client documents into this cloud-based automated software"
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