GruntWorx lets you scan and organize client tax documents, then fill forms in Drake Tax automatically. Data entry and source document management have never been more efficient.
- GruntWorx is a secure, web-based service, and is affordable, quick and easy to use.
- Improve your productivity and increase profitability with data automation and time savings.
- Works within Drake Tax and Drake Documents on 1040 returns.
How Does It Work?
GruntWorx offers the following job types:
- Organize – organizes, bookmarks, and labels scanned tax documents so you can easily find and review any document. Standardizes workflow with consistently organized tax workpapers.
- Organize Lite – All the features and benefits of Organize, except without human validation. Provides a more affordable path to paperless automation.
- Populate – eliminates data entry with accurate data extraction and population into Drake Tax. Frees preparers and reviewers to focus on higher-value activities.
- Trades – transforms trade details on scanned consolidated brokerage statements into a spreadsheet file, which can be imported into Drake Tax.
For more information visit Gruntworx.com, sign up for a Webinar, or call (828) 349-5505.
Already a Drake customer and interested in GruntWorx? Sign in here to add the service.
Compare Job Types
Our Customers Say …
“We are very happy with our decision to go with GruntWorx technology. We’ve taken an already successful area of our firm – tax preparation – and made it even more profitable. If other firms would deploy a scan-and-populate technology such as GruntWorx, that firm would be more profitable … guaranteed."
Jim Bourke, CPA, CITP, CFF, CGMA
Partner – Withum Smith & Brown
For a free trial, contact Drake Software at 828-349-5505 or GruntWorxsupport@drakesoftware.com.
Purchase compatible scanners at discount prices: http://www.gruntworx.com/support/scanning/