Related Resources:
GruntWorx
GruntWorx automatically scans, identifies, and bookmarks client tax documents and delivers them in a single, well-organized electronic PDF file, allowing you to:
- Quickly jump to any uploaded tax document
- Review and enter tax data faster and more accurately
- Edit and add tick marks or notes from multiple users
- Be better organized throughout tax season
As the first web-based application to "read" and classify data from paper-based forms and PDF files, GruntWorx offers greater than 90% accuracy across thousands of variations of complex IRS forms, tax organizers, and brokerage statements.
Product Highlights:
- Recognition of more tax forms, with greater accuracy, than the leading scan-and-organize software solution
- Every document is properly categorized, including images of original source materials
- An 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
More Returns… Less Work
Save hours of setting up source documents for preparing returns and free up your professional staff to move more volume this tax season. GruntWorx is an easy, 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. (.pdf, 157k)
Samples
Learn More! Copanion offers whitepapers and case studies to demonstrate the benefits of a paperless workflow and show how your firm can streamline your tax processes. We also share the stories of firms like yours, who are using GruntWorx to increase efficiency and productivity.
Have questions? Visit our Support Section
System Requirements
- PC running Windows
XP Professional or higher - Windows IE6, IE7, or
Firefox 1.5 or higher - PC Computer
- TWAIN compatible document scanner
- Adobe Acrobat Reader version 6 or higher
Definition: TWAIN is an industry standard for the software driver supplied by the scanner manufacturer. You can still use GruntWorx if your scanner is not TWAIN-compatible, but you will not be able to use the GruntWorx optimized scanning feature.
