GruntWorx - Products Available
Article #: 12914
Last Updated: May 21, 2025
Note This article comprises former KB articles 12925 and 12914. It is herein referred to as KB 12914.
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:
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Organize
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Default product. This is part of any job submitted to GruntWorx and returns a bookmarked PDF document to you.
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Organizes, bookmarks, and labels scanned tax documents so you can easily find and review any document.
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Standardizes workflow with consistently-organized tax documents.
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Populate
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Optional add-on product. Data from supported tax forms, returned to you in an XML file, can be imported into Drake Tax,
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Reduces data entry with accurate data extraction and population into Drake Tax Software.
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Reduces burdens on preparers and reviewers, allowing them to focus on higher value activities.
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Available for package types 1040, 1041, 1120, 1120-S, and 1065.
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8949 Trades Add-On
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Optional add-on that allows you to import trade information into Drake Tax.
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Prepares trade details from scanned consolidated brokerage statements for importation into Drake Tax.
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You can choose either the Trade Details or Trade Summary add-on, depending the level of detail needed.
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Available for package types 1040, 1041, 1120, 1120-S, and 1065.
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Note An Organize is required with every job because GruntWorx uses it to sort the documents that have been submitted. Populate and Trades are optional add-on products to an Organize job.
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.
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Key features include:
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Do-It-Yourself automated data entry product
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Ready for review in minutes
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Use at your own pace
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Check and edit data in a user-friendly web-based application
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Lowest cost solution
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