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.
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.
Use technology to get a head start on your client’s return. Scan and send client’s tax documents through Populate LITE and OCR extracts federal form data into a user-friendly review tool. Revisions are typically required. Populate LITE easily handles 80% of data entry.
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 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.
Don’t want all the trade details from the Brokerage statement or 1099-B? Trade Summary extracts just the category totals for easy population into any tax software. Totals are reviewed for accuracy by GruntWorx and are provided back to you in a standard Microsoft Excel file.
