SCAN TO IMPORT

[JennyJ]

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.

[maughact]

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.

[JennyJ]

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]

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

[jerry]

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.

[DatabaseRobertLTUG]

We tried it out about 5 years ago, but having to start a file, then set it aside during the turnaround, then STILL have the admin staff check the entries...

...it was easier just to have the admin staff sit there and DO the entries, then confirm their work.  CPA still double-checks the numbers again when the file reaches them (and assembly step re-checks the withholding numbers a final time before delivery to client), and the difference in per return fee vs. sum of hourly staff time probably works in our favor (we speed up with more practice as we go through the Season).