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SCAN TO IMPORT

JennyJ
Level 3

We are considering using Scan to Import.  Anyone use it and what is your experience?  Like, don't like, draw backs?? The chatter in the community I see is quite old.

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4 Comments 4
maughact
Level 4

I'm wondering the same thing and how do we know if our current package includes it?  I called Lacerte and they seemed clueless on that.

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JennyJ
Level 3

I know it's not included in our package.  It is $2200 some for unlimited or $14 for 2023 or $15 for 2024 per usage. 

abctax55
Level 15

I have tried it several times.  It's by NO means foolproof and I've found the review process of what was imported (or not) takes more time than just entering the info.  YMMV

HumanKind... Be Both
jerry
Level 7

I tried it once. It was useless - so full of errors.

Gruntworx is slightly better, but slow.

SurePrep is quite good, though it, too, has its quirks.  If you do their 1040 Scan/Verify, it's about 95% accurate.  DM me if you want more details.