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SurePrep service types

The following services are available by SurePrep. Your selection will be based on your contract with SurePrep.
Service
Description
Outsource Onshore
This service submits the return to SurePrep Onshore for:
  • Full preparation of all documents
  • Exports data to the tax software
  • Reconciles Leadsheets
  • Prints DreamWorkpapers for the client's record
Outsource Offshore
This service submits the return to SurePrep Offshore for:
  • Full preparation of all documents
  • Exports data to the tax software
  • Reconciles Leadsheets
  • Prints DreamWorkpapers for the client's record
1040SCANverify Onshore
This service enables you to send tax documents to SurePrep Onshore to process standard source documents, i.e. a list of IRS Forms, brokerage statements, and organizer pages.
  • Bookmarks and organizes source documents into SPbinder
  • SurePrep verifies the accuracy of the OCR'd data before exporting it to tax software.
  • Exports data to your tax software
1040SCANverify Offshore
When a binder is submitted to SurePrep for 1040SCANverify Offshore, the review option functionality provides you an option either to process the post verification wizards in-house or by SurePrep.
  • Bookmarks and organizes source documents into SPbinder
  • SurePrep verifies the accuracy of the OCR'd data before exporting it to tax software.
  • Exports data to your tax software
1040SCAN PRO
1040SCAN PRO+
OCR technology reads and transfers data from source documents to your tax software. You must verify the accuracy of the data read from the source documents before the data is transferred to your tax software. After data has been transferred to tax software, you have the option to create organized bookmarked workpapers for each binder.
  • Bookmarks and organizes source documents into SPbinder
  • You verify the accuracy of the OCR'd data 'In-house' before exporting it to tax software.
  • You export the data to your tax software
1040SCAN PRO+ only:
In addition to all the features provided in 1040SCANPRO, 1040SCAN PRO+ also uses Artificial Intelligence (AI) and Machine Learning (ML) to increase verifiers' productivity and accuracy by providing the following additional features:
  • DILLY - Automatically index common non-standard documents
  • Auto-verify non-native documents
  • K-1 Reclass auto-recommendations
1040SCAN PRO(+) is an upgrade to 1040SCAN ORGANIZE(+) service.
1040SCAN PRO+ uses OCR and AI/ML technologies to capture the amounts on source documents. However, OCR captured amounts must be verified by a user at your firm.
Captures document data and exports it to the tax software. Data must be verified by you.
1040SCAN ORGANIZE
1040SCAN ORGANIZE+
OCR technology organizes and bookmarks client source documents into an electronic workpaper file from scanned PDF or TIFF files.
  • Bookmarks and organizes source documents into SPbinder.
1040SCAN Organize+ only:
In addition to all the features provided in 1040SCAN ORGANIZE, ORGANIZE+ also uses Artificial Intelligence (AI) and Machine Learning (ML) to increase verifiers' productivity and accuracy by providing the following additional features:
  • DILLY - Automatically index common non-standard documents
Upgrade: 1040SCAN ORGANIZE is an upgrade to SPbinder service.
Instead of manually organizing documents/workpapers into their respective folders in SPbinder, 1040SCAN ORGANIZE/ORGANIZE+ lets you save time by using OCR technology to match the documents into their respective folders in SPbinder.
Does not capture document data or export it to the tax software.
SPbinder
This service enables you to send source documents to SurePrep where they can be organized into an electronic workpaper file.
Does not capture document data or export it to the tax software.
Key Benefits
1040SCAN ORG
1040SCAN PRO
1040SCANverify
Integrates with TaxCaddy
Yes
Yes
Yes
Includes SPbinder
Yes
Yes
Yes
RESTful API available
Yes
Yes
Yes
Bookmarks and organizes 4-7x as many documents
Yes
Yes
Yes
Reduces time spent creating tax workpapers
Yes
Yes
Yes
Identifies missing source documents
Yes
Yes
Yes
Eliminates human verification for native PDFs
No
Yes
Yes
Exports standard document data to tax software
No
Yes
Yes
Calculates state exemption for tax exempt interest
No
Yes
Yes
Prevents duplicate data from exporting to tax software
No
Yes
Yes
All standard document data verified by SurePrep before being exported
No
No
Yes
Minimizes training and implementation time
No
No
Yes
See SurePrep Policy on document coverage for 1040 and 1041 returns.

In-house and outsource service

When submitting binders in FileRoom, you'll need to upload the client's most recent tax software file details. You can upload binders as in-house or outsource services based on the tax software configured by your firm.
In-house
:
Outsource
:
FAQ
In-house and Outsource service

FAQ

What are the differences between PRO vs PRO+ and Organize vs Organize+?
1040SCAN PRO+ and 1040SCAN Organize+ include additional features that utilize Artificial Intelligence (AI) and Machine Learning (ML) to increase verifiers' productivity and accuracy.
Feature
PRO
PRO+
ORG
ORG+
DILLY
Uses AI/ML to automatically index common non-standard documents in their respective folders in SPbinder
INDEX TREE
No
Yes
No
Yes
Auto-verify non-native documents
(Uses AI/ML to automatically verify certain PDF documents that were scanned in from a physical paper document and uploaded to the binder as a PDF image)
No
Yes
N/A
N/A
K-1 Reclass auto-recommendations
No
Yes
N/A
N/A
Can I use a combination of plus(+) and non-plus services?
You can use a combination of plus and non-plus services as long as both services are different.
Example:
  • Yes: 1040SCAN PRO+ and Organize for your firm.
  • No: 1040SCAN PRO+ and PRO cannot be used together.

This article applies to:

  • Product: SurePrep
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