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GruntWorx Organize

GruntWorx Organize automatically identifies, organizes, and labels scanned client source documents and delivers them a single PDF file, with the document issuer's name on each bookmark. This automated process for organizing and bookmarking scanned tax documents allows you to:

• Eliminate the time-consuming manual task of identifying and sorting client documents
• Standardize workflow with consistently-organized tax workpapers – no matter what order documents were scanned in
• Easily find and review any tax document

• Edit and add tick marks or notes from multiple users

Using patent-pending biometric technology, GruntWorx Organize identifies scanned tax documents with unprecedented accuracy across thousands of variations of complex IRS forms, tax organizers, and brokerage statements.

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Product Highlights:

• Automated process for organizing and bookmarking tax documents that fits easily into existing workflows
• Recognition of more tax forms, with greater accuracy, than any other solution available
• Intuitive web-based interface – no software to download and no training or set-up necessary
• Absolute security: our hosted solution offers the same advanced data encryption found in the most rigorous online banking applications
• IRC Section 7216 compliant

Key Functionality:

• Labeled Bookmarks: Quickly find any client document in even the most complex return
• Multi-User Accounts: Create multiple logins to share one account with your entire team
• Batch Client Creation: Create multiple client records by uploading a CSV file
• Batch Document Download: Download organized PDFs for multiple clients at once
• Enhanced Search: Search by client name, client ID or job status
• Comment and Tick Mark Preservation: Re-process PDF workpapers without losing the comments and tick marks -- no waiting for last-minute forms to start preparing returns
• Reorder Documents Option: Reorder the documents in the organized output PDF to match the order of the bookmarks

Prepare more 1040s...without adding professional staff

Save hours finding and reviewing tax data and free up your professional staff to move more volume this tax season. GruntWorx Organize makes it easy for support staff to scan and automatically index source documents – allowing you to focus on high value activities and high quality customer service. GruntWorx Organize is an easy-to-use, accurate, and affordable solution that meets the needs of tax professionals in any size firm.

Want to know more about GruntWorx? Read our Data Sheet.

Have questions? Visit our Support Section

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System Requirements

• PC running Windows XP Professional or higher
• Windows IE6, IE7, or Firefox 1.5 or higher
• PC Computer
• Adobe Acrobat Reader version 6 or higher