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.