Take the paperwork out of tax preparation

GruntWorx is a secure, web-based application that automates the time consuming tasks of gathering, organizing, and populating client tax data into tax preparation software.

Take the data entry out of tax preparation

Free preparers and reviewers to focus on higher value activities by automating data extraction and population into the leading tax preparation software packages.

Take the waiting out of tax preparation

Automatically retrieve client tax documents directly from the leading financial institutions—and deliver them straight to your GruntWorx account.

Take the monotony out of tax preparation

Transform Consolidated Brokerage Statements into an Excel spreadsheet file—no more keying in tens, hundreds, or thousands of individual trade details.

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Avoid the Ripple Effect: Proper Setup for Implementing a Paperless Tax Workflow

Learn tips for setting up your processes to ensure a smooth transition to a paperless tax workflow

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Enhance your paperless tax workflow with automatically-organized tax workpapers.

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The Word on the Street

12/01/11 | Gruntworx, LLC Completes SSAE 16 Type II Examination
The examination validates Gruntworx's commitment to operational excellence and client satisfaction. [more]
8/16/11 | Drake Software Acquires Copanion's Gruntworx Family of Products
Acquisition accelerates Drake's calculated move into the Saas space. [more]
5/24/11 | Copanion Joins CloudSolutions Alliance
CPA-focused educational collaborative comprised of Fujitsu, XCM Solutions, SmartVault and SpeedTax adds knowledge resources of paperless tax workflow leader to rapidly expanding alliance [more]
2/17/11 | Copanion Wins Accounting Today Top New Product Award
The powerful enhancements to the GruntWorx platform fuels Copanion application to top-product status. [more]

I wish we'd found GruntWorx sooner! GruntWorx Organize saved us 45 minutes per return.

Matthew Patrick, CPA
Patrick Accounting and Tax
Services PLLC | Cordova, TN

I would advise other firms to take the first step toward paperless with GruntWorx.

Rusty Helms
J.R. Helms & Associates | Indianapolis, IN

GruntWorx really improved our workflow. The documents come back neat, organized, and fast!

Paula Pothier
K.E. McGillivray & Co. | Danvers, MA