1040 Tax Automation technology to help tax preparers increase overall productivity and profitability
SAVE TIME, SAVE STAFF, SAVE YOU
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.

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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.
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.
Chuck BowersCA Chuck Bowers
GruntWorx saves money, time, and paper. Makes organizing a non-issue.
GruntWorx Webinars
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How to Automate Your Tax Preparation Process: DEMO
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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...
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As part of the Avoid the Rush tax tip series, the IRS yesterday reminded taxpayers about Earned Income Tax Credit (EITC) and Additional Child Tax Credit (ACTC) refund delays. In addition to how weekends and Presidents Day fall on the

Tax Pros Vote GruntWorx #1 in CPA Practice Advisor Readers’ Choice Awards

CPA Practice Advisor today announced the results of their 2017 Readers’ Choice Awards, a survey that asks readers to rate tax software and hardware. GruntWorx won for the following categories: Specialty Systems Tax Prep Tool This category is dedicated to

Security Summit to Tax Preparers: Monitor EFIN Activity

The Internal Revenue Service released yet another tax tip as part of the Security Summit’s Protect Your Clients; Protect Yourself Protect Your Clients; Protect Yourself initiative this week, this time highlighting another way for tax professionals to spot signs of

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