GruntWorx Gather

Automatically retrieve client tax documents directly from the leading financial institutions

GruntWorx Gather takes the waiting out of tax preparation by creating a secure web interface that allows your clients to connect with the leading financial institutions and brokerage houses to automatically retrieve their 1099 consolidated brokerage statements.

Simply direct your clients to a password-protected, individually-customized GruntWorx Gather interface where they can enter the login credentials to their online accounts. GruntWorx Gather will automatically retrieve posted 1099 consolidated brokerage statements as they become available and deliver them directly to your GruntWorx account for processing with GruntWorx Populate or GruntWorx Organize.

Clients can also use this interface to upload electronic copies of their source documents. GruntWorx Gather makes it easy for clients to scan and upload hard copies of their tax forms—or post digital copies provided by issuers not supported with Gather integration.

Benefits

• Save time by getting documents from clients earlier in the season. Encourage your clients to set up their account information before tax season starts—so you can get their brokerage statements as soon as they become available.
• Eliminate the issue of late-arriving "corrected" forms from clients. The secure connection will automatically pull all documents that have been posted to the client interface. GruntWorx will alert you to any new documents—so you will always know if new tax information has been added to a return.
• Save clients the hassle of faxing, mailing, or emailing documents. GruntWorx Gather supports two methods of document transfer from client to tax practitioner—automatic retrieval from the leading financial institutions and client upload of digital documents. Clients can upload documents directly to you by scanning their source documents, or simply uploading digital copies received from issuers not supported with Gather integration. And it’s faster than fax, email, or snail mail.
• Receive client documents in digital format. Eliminate paper clutter—and filing—with digital copies of client source documents.
• Download multiple sets of client documents from one location. Compile and organize all client files within one easy-to-use web application.

Product Highlights

• Connect to the leading financial institutions and brokerage houses to automatically retrieve client documents as they become available.
• Enable the secure transfer of client source documents from clients and financial institutions to tax practitioner.
• Easy-to-use web-based application requires only a computer and internet connection—no software installation, set-up, or updates necessary.
• Customize the GruntWorx Gather client interface with your firm's name and logo for consistent branding.
• IRC Section 7216 compliant.

System Requirements

GruntWorx Gather requires a PC with an Internet connection.

• PC running Windows XP Professional or higher
• Internet Explorer 7, Firefox 1.5 or higher