Copanion is a CPA2Biz Preferred Provider

 

 
   

 

The GruntWorx Family of Products

The GruntWorx family of products automates the time-consuming tasks of organizing, entering and reviewing data from the thousands of client source documents that a tax professional processes every tax season. Using patent-pending biometric technology, GruntWorx products identify and extract data in scanned tax documents with the highest levels of accuracy, across the widest breadth of forms available.

 
GruntWorx Organize scan and organize tax software
GruntWorx Trades paperless tax program
GruntWorx Pro paperless tax preparation software

Organizes, Bookmarks, and Labels Scanned Tax Documents
 
  
 

Imports Tax Data into the Leading Tax Preparation Software

  
 
 

Converts Brokerage Trade Details into a Microsoft Excel® Spreadsheet File

  
 
 

Output file format

Standard PDF file

Standard Excel® file

PDF file, Excel® file

Compatibility

Can be used with any tax preparation software or DMS

Can be used with any tax preparation software or DMS

Optimized for seamless integration with GoSystem Tax RS

Page or Trade Limits

-Unlimited pages

-Unlimited pages
-Unlimited 1099 Consolidated Brokerage Statements
-Up to 50 trades per return

-Unlimited pages
-Unlimited 1099 Consolidated Brokerage Statements
-Up to 5 trades per return

List Price (per return)

$5

$5 per 50 trades,
$30 for unlimited trades

$20

GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in productivity. GruntWorx products require no knowledge of tax documents and allow you to hand off the "grunt work" of document organization and data entry to support staff. The bottom line for your firm is better profitability.

How it Works

GruntWorx Organize starts with scanning a disorganized collection of client source documents. GruntWorx Organize automatically identifies, organizes, and labels the scanned tax forms into a PDF file, with the document issuer's name on each bookmark - eliminating the time-consuming manual task of identifying and sorting client documents before scanning.  In addition, GruntWorx Pro extracts data from the bookmarked documents and automatically imports the data into the leading tax preparation software packages. Working in conjunction with GruntWorx Organize or GruntWorx Pro, GruntWorx Trades automatically converts trade details on scanned 1099 Consolidated Brokerage Statements into a standard Microsoft Excel spreadsheet file for easy manipulation and import of trade details.

GruntWorx products accurately recognize, bookmark, and label thousands of variations of tax forms - identifying more tax forms than any other solution available.

 

GruntWorx Delivers Best-in-Class Accuracy

Software solutions that automate the process of organizing and entering data from scanned tax documents can dramatically increase productivity. However, you lose the benefits of automation if your software can't identify the scanned tax documents and you have to manually find the documents that the software missed.

GruntWorx products use patent-pending biometric technology that uniquely identifies tax forms and extracts data across thousands of variations of tax forms with levels of accuracy that can’t be matched.

 

Availability

GruntWorx Organize and GruntWorx Pro for GoSystem Tax RS are currently available for the 2008 and 2009 tax seasons. GruntWorx Trades is available as an add-on to GruntWorx Organize or Pro for the 2009 tax season. GruntWorx Pro support for other leading tax preparation software packages will be announced in the fall of 2009.