Copanion is a CPA2Biz Preferred Provider
 
 

 

GruntWorx Pro

Automatically import data from scanned tax documents
into GoSystem Tax RS

GruntWorx Pro makes it easy to extract information from scanned tax documents and automatically import the data into GoSystem Tax RS.  Simply scan stacks of client source documents and upload them to GruntWorx Pro. Using patent-pending biometrics technology, GruntWorx Pro identifies and extracts information from thousands of tax documents with unparalleled accuracy. Tax workpapers are bookmarked in the same order every time – no matter what order the documents were scanned in – standardizing data entry and review for even the most complex returns that involve multiple tax professionals. You'll save time and money – finding, organizing, entering, and reviewing tax data – allowing your professional staff to focus less on "grunt work" and more on higher value activities.2009 GruntWorx Pro Tax and Accounting Technology Innovation Award

Benefits:

  • Saves time finding, entering and reviewing client tax data
  • Consistent workpaper organization and data extraction helps to standardize workflow
  • Requires no knowledge of tax documents, making it easy for support staff to scan and upload documents
  • Frees preparers, reviewers, and partners to focus on value added activities
  • Increases productivity without exposure to IRC 7216

Just scan tax documents and GruntWorx Pro does the rest.

Submit scanned tax documents through a secure internet connection to GruntWorx Pro for processing. The application identifies the tax documents, organizes them in a consistent structure and bookmarks them in a single PDF file. GruntWorx Pro then automatically extracts data from the scanned documents and lets you import the data into the GoSystem Tax Organizer with a single click. Use the labeled, bookmarked PDF file to quickly and easily verify the accuracy of the data in the Organizer.

Product Highlights:

  • Patent-pending biometrics technology identifies thousands of tax documents with best-in-class accuracy.
  • Extracts data from scanned tax documents and imports directly into the GoSystem Tax RS Organizer.
  • Identifies, organizes and bookmarks scanned tax documents into a single PDF file that makes it easy to verify the accuracy of imported data.
  • Secure web-based application that's easy to use and easy to deploy within your existing workflow.  Hosted in a data center in the United States that has completed a SAS 70 Type II Audit, GruntWorx Pro complies with IRC 7216.
  • Affordable pricing lets you pay per return and buy only as much as you need.

Video Tour:

GruntWorx Pro is currently available for integration with GoSystem Tax RS.  Support for additional tax preparation software packages will be announced later in the 2009 tax year.  To learn more and register for a free demo, please contact Copanion sales at (800) 291-2136.

System Requirements

  • Operating System: Windows XP Pro or Windows Vista (Ultimate or Business Edition)
  • Internet Browser: Internet Explorer 7 or higher, Firefox 1.5 or higher
  • Adobe Acrobat Reader version 6 or higher
  • Microsoft .NET Framework 3.5
  • PC hardware must meet the requirements to run GoSystem Tax RS
  • When run on Windows XP Pro, GoSystem Tax RS and GruntWorx Pro require a minimum of 1GB of RAM
  • When run on Windows Vista (Ultimate or Business Edition), GoSystem Tax RS and GruntWorx Pro require a minimum of 2GB of RAM