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GruntWorx Organize LITE

Organize LITE is a low-cost, entry-level solution that makes converting to a paperless office easy by including all the features and benefits of the standard Organize product, except there is no human validation. The turnaround time is just a few minutes, so you can even process documents while your client waits.

GruntWorx Organize

Digital work papers are a quick scan away. The time-consuming process of arranging client tax papers in the proper order is a thing of the past. Regardless of the order documents are scanned, Organize returns a single bookmarked, indexed, searchable PDF. Organize is an easy-to-use, accurate and affordable paperless solution.

GruntWorx Populate

Populate accurately extracts information from scanned client documents and inserts it into leading tax preparation software. Frees up tax preparers time to focus on what’s important: providing tax expertise, service and customer satisfaction.

GruntWorx Trades

Trades saves hours and even days of data entry by extracting information from scanned consolidated brokerage statements and Forms 1099B and inserting the details directly into your tax software.

Testimonials
Christina LaelLael Tax Services Inc.
Gruntworx transformed my business. Made tax preparation so much easier and more accurate. Since it populates the software automatically instead of entering info manually, I am confident the information is accurate. Also, I have an electronic record of the source documents that is organized beautifully. This program also saved me so much time! I love, love, love, love GruntWorx! I sing its praises all the time.
Chuck BowersCA Chuck Bowers
GruntWorx saves money, time, and paper. Makes organizing a non-issue.
Robert La Velle
I wish I had woken up sooner (to GW). Because a colleague went out of business and referred a lot of work my way, this was the first tax season that I found myself thinking that, “gee, I could use an employee (to do the grunt work).” I think GW will be the answer to that, going forward. It was a relief, late in the season, to hand off the tedious data entry work.
GruntWorx Webinars
Free Demo Webinars
How to Automate Your Tax Preparation Process: DEMO
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Check out and register for our upcoming webinars!
Using GruntWorx with:
  • Intuit Lacerte
  • CCH Axcess
  • CCH ProSystemFX
  • UltraTax CS
  • Drake
  • GoSystem Tax RS
  • GruntWorx Organize & Trades with any tax software

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In the Worx...
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3 Ways to Streamline Tax Prep in 2023
Now that we’ve passed the extended filing deadline for 2021 tax returns, it’s time to start getting ready for a successful tax season in 2023. Let’s talk about three ways you can streamline your tax preparation workflow ahead of time.
Help Work-from-Anywhere Clients Get Ahead of Tax Headaches
Work from Anywhere (WFA) has exploded in popularity over the last few years. While COVID-19 forced many offices to adapt in 2020 and 2021, the change seems to be growing roots; freelancers and 9-to-5 employees alike are opting for more
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