About GruntWorx Organize

  1. What is GruntWorx Organize?
  2. What are the benefits of using GruntWorx Organize?
  3. What makes GruntWorx products unique?
  4. How does GruntWorx Organize achieve such high levels of accuracy across such a broad range of tax documents?
  5. What are GruntWorx Organize system requirement?
  6. What types of source documents does GruntWorx Organize read?
  7. What tax and document management software does GruntWorx Organize work with?
  8. How much time does GruntWorx Organize require to process a job?
  9. How can I try GruntWorx Organize?

About GruntWorx Organize

  1. What is GruntWorx Organize?

    GruntWorx Organize is a web-based application that enables tax professionals to standardize workflow by automatically organizing and bookmarking their clients' tax return data. GruntWorx Organize converts a client's paper and digital tax documents into a well-organized, electronic PDF file: indexed, accessible, editable, and ready for faster, more accurate data entry and review.

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  2. What are the benefits of using GruntWorx Organize?

    GruntWorx Organize saves a tax preparer valuable time during tax season. With an automated and standardized method for organizing client source documents, your staff can eliminate time-consuming manual sorting while still being able to quickly find and review any client document. GruntWorx Organize requires no knowledge of tax documents, making it easy for support staff to scan and upload the client source documents – freeing tax preparers to focus on higher value activities.

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  3. What makes GruntWorx products unique?

    The GruntWorx family of products are the first web-based applications to read and classify data from paper-based forms and PDF files with unprecedented accuracy across thousands of variations of IRS documents. GruntWorx products are easy to use, provide absolute security of client data, and are extremely affordable – an unmatched value proposition for accountants. Furthermore, the products require no training. There is no software to install in your office or on your PC. Try GruntWorx Organize free today.

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  4. How does GruntWorx Organize achieve such high levels of accuracy across such a broad range of tax documents?

    By developing advanced patent-pending technologies, our multi-disciplinary engineering team has solved the problems that have plagued early attempts to automate tax document processing. Our document image processing technology optimizes the quality of real-world document images, including background colors, gray zones, speckles, streaks, rotated pages, etc., without any effort on the part of tax professionals. We use biometric pattern recognition, not simple OCR, to accurately identify each source document from thousands of different tax forms. Instead of conventional programming, GruntWorx Organize employs state-of-the-art machine learning that gets smarter with each form that it processes. Combine all of this together, and you have a solution that meets the extremely high levels of accuracy required by the tax profession.

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  5. What are GruntWorx Organize system requirements?

    GruntWorx Organize requires only a PC with an Internet connection and a scanner. No additional equipment or software is required, as all image processing occurs on the GruntWorx Organize secure web servers.

    System Requirements:

    * Windows XP Professional or higher
    * Internet Explorer 6, Internet Explorer 7, Firefox 1.5 or higher
    * Adobe Acrobat Reader version 6 or higher

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  6. What types of source documents does GruntWorx Organize read?

    GruntWorx Organize recognizes thousands of variations of IRS government forms, tax organizers, and brokerage statements. GruntWorx Organize will even recognize and categorize blank pages, back pages, and handwritten notes!

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  7. What tax and document management software does GruntWorx Organize work with?

    GruntWorx Organize works with all tax and document management software because it is a web-based application that delivers a standard Adobe PDF file.

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  8. How much time does GruntWorx Organize require to process a job?

    GruntWorx Organize processes a typical return within 3 to 4 hours. During peak tax season returns may take up to 1 business day for processing.

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  9. How can I try GruntWorx Organize?

    You don't need any disk or software to try GruntWorx Organize … just a web browser and an Internet connection. To demo the product, follow these easy steps:

    1. Visit the GruntWorx Organize registration page: https://web2.copanion.com/gruntworx/app/registerUser/
     
    2. Fill in your basic information, email address, create a password, and then press ‘Register’

    3. Shortly thereafter you will receive an email message confirming your registration – and 5 free tax returns for you to test the product!

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Live Phone Support:

1.877.830.6059 x3
8AM to 8PM EST
Monday-Friday

Weekend support is available
via email