Organize LITE

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.

Organize

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.

Populate

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.

Trades

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
Jim BourkeWithumSmith+Brown
On average we've been able to save over an hour of preparation time on returns run through GruntWorx.
In addition, the time actually spent on return preparation has shifted from senior level staff to lower level staff, thus substantially increasing our realization.
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 ProSystemFX
  • UltraTax CS
  • Drake
  • GoSystem Tax RS
  • GruntWorx Organize & Trades with any tax software

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In the Worx...
GruntWorx Wins Two Categories in CPA Practice Advisor Readers’ Choice Awards

Every year, CPA Practice Advisor surveys their readers to learn what software and hardware tax professionals prefer when preparing returns. This year’s results are compiled in the recently published 2018 Readers’ Choice Awards, and GruntWorx once again scored high marks

Cryptocurrency: What Does IRS Have to Say About Bitcoin?

Last week we discussed the recent crash in the cryptocurrency market, and this week we’re looking at how IRS addresses virtual currencies like Bitcoin. What does IRS have to say about Bitcoin? What is the official IRS stance regarding all

Cryptocurrency: The King is Dead, or Is It?

There’s much being said about Bitcoin’s dip in value last month. The chatter might make you ask if cryptocurrency really is just a fad that will fizzle like the Dot-com bubble or if there is long-term value in its emergent

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