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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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...
GruntWorx Rated 5 Stars by CPA Practice Advisor
Practice Advisor reviews tax industry-specific software every year. In addition to looking at leading tax preparation packages, the publication also evaluates specialized software. This week, CPA Practice Advisor released the results of the 2019 Review of Tax Document Automation Systems,
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