Menu

Search

Knowledge Base


12914: GruntWorx - Products Available


GruntWorx

What are the different GruntWorx products offered?

GruntWorx - A submission consists of one or more of these three products:

  • Organize
    • Default product. This is part of any job submitted to GruntWorx and returns a bookmarked PDF document to you.
    • Organizes, bookmarks, and labels scanned tax documents so you can easily find and review any document.
    • Standardizes workflow with consistently-organized tax documents.
  • Populate
    • Optional add-on product. Data from supported tax forms, returned to you in an XML file, can be imported into Drake.
    • Reduces data entry with accurate data extraction and population into Drake Tax Software.
    • Reduces burdens on preparers and reviewers, allowing them to focus on higher value activities.
    • Available for package types 1040, 1041, 1120, 1120-S, and 1065.
  • Trades
    • Optional add-on product. Trade data, returned to you in a Microsoft Excel spreadsheet file, can be imported into Drake.
    • Prepares trade details from scanned consolidated brokerage statements for importation into Drake Tax Software.
    • Available for package types 1040, 1041, 1120, 1120-S, and 1065.

GruntWorx LITE

  • Organize LITE
    • A submission consists of the organize product only. GruntWorx Organize LITE is processed strictly through GruntWorx technology with no human validation, resulting in a more affordable entry point to paperless automation. With acceptable scan quality, you receive an organized document back in minutes.
  • Populate LITE
    • Starting in tax year 2020, you can submit a Populate LITE job. Populate LITE is designed to give you the benefit of automating select data entry, but with a do-it-yourself product featuring a quicker turnaround time and lower cost. After submission, validate the Populate LITE data with a user-friendly application specifically designed by GruntWorx, then simply import that information into the tax return.
    • Key features include:
      • Self-validated product
      • Turnaround time in minutes
      • Lower cost!
      • Use at your own pace
      • Bookmarked, searchable PDF
      • Import file of client’s extracted data
      • Available extracted forms are the same as the traditional Populate product. 

Related Links


Also In This Category


On a scale of 1-5, please rate the helpfulness of this article


Not Helpful
Very Helpful
Optionally provide private feedback to help us improve this article...

Thank you for your feedback!


Details
Article has been viewed 6.5K times.
Last Modified: 4 Years Ago
Article not rated yet.
Options