This information is adapted from the GruntWorx website.

VERIFIED Service

Using the GruntWorx VERIFIED Service, your documents are reviewed by US-based staff. This job type is fully automated. A job 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 Tax,

  • 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.

• 8949 Trades Add-On

  • Optional add-on that allows you to import trade information into Drake Tax.

  • Prepares trade details from scanned consolidated brokerage statements for importation into Drake Tax.

  • You can choose either the Trade Details or Trade Summary add-on, depending the level of detail needed.

  • Available for package types 1040, 1041, 1120, 1120-S, and 1065.

GruntWorxLITE

GruntWorxLITE includes all the features and benefits of the standard Verified product, but without GruntWorx Staff validation. You can add a Populate or Trades output to your GruntWorxLITE Organized PDF for no additional cost. Create the Populate and Trades using the Review Tool in your office.

• Key features include:

  • Do-It-Yourself automated data entry product

  • Ready for review in minutes

  • Use at your own pace

  • Check and edit data in a user-friendly web-based application

  • Lowest cost solution