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Tutorials & Guides

Quick Start Guide

• The Quick Start Guide makes it even easier to get started using GruntWorx Organize with a simple set of instructions, examples, and a quick reference card.

Creating Tick Marks with Adobe Acrobat on Scanned Tax Document PDF Files

• Use this step-by-step guide to learn how to insert tick marks onto your scanned tax documents and enable other users to add their own comments.

Best Practices for Scanning Tax Documents

• This document details the best practices for scanning tax documents for use with GruntWorx Organize and GruntWorx Pro. You'll learn which scanner settings provide optimal results, what detracts from quality images, and how to avoid scanning imperfections that can hinder GruntWorx productivity.

Tax Season Training Camp

• These slides from our Tax Season Training Camp webcast will show you exactly how you can use scanned tax documents to prepare returns. You'll learn how to scan the documents, upload those documents to GruntWorx Organize, and use the organized digital workpapers to prepare returns.