Take the paperwork out of tax preparation

GruntWorx is a secure, web-based application that automates the time consuming tasks of gathering, organizing, and populating client tax data into tax preparation software.

Take the data entry out of tax preparation

Free preparers and reviewers to focus on higher value activities by automating data extraction and population into the leading tax preparation software packages.

Take the waiting out of tax preparation

Automatically retrieve client tax documents directly from the leading financial institutions—and deliver them straight to your GruntWorx account.

Take the monotony out of tax preparation

Transform Consolidated Brokerage Statements into an Excel spreadsheet file—no more keying in tens, hundreds, or thousands of individual trade details.

Featured Whitepaper

2013 Best Practices for Tax Document Management

image of whitepaper Enhancing client service and profitability begins with these ten best practices for document management.

Download

Enhance your paperless tax workflow with automatically-organized tax workpapers.

Try it Free
Call us at 877.830.6059 x2

The Word on the Street

12/18/12 | CPA Practice Advisor Reviews GruntWorx 2013
GruntWorx Organize, Populate, and Trades are each designed to provide streamlined workflow for tax firms, allowing them to focus on more profitable tax engagements and review processes, not on the often tedious paper-pushing functions of putting together client workpapers. 2013 Overall Rating: 4.75 out of 5.00 Stars [more]
12/01/12 | Gruntworx, LLC Completes SSAE 16 Type II Examination
The examination validates Gruntworx's commitment to operational excellence and client satisfaction. [more]
8/16/11 | Drake Software Acquires Copanion's Gruntworx Family of Products
Acquisition accelerates Drake's calculated move into the Saas space. [more]

I wish we'd found GruntWorx sooner! GruntWorx Organize saved us 45 minutes per return.

Matthew Patrick, CPA
Patrick Accounting and Tax
Services PLLC | Cordova, TN

I would advise other firms to take the first step toward paperless with GruntWorx.

Rusty Helms
J.R. Helms & Associates | Indianapolis, IN

GruntWorx really improved our workflow. The documents come back neat, organized, and fast!

Paula Pothier
K.E. McGillivray & Co. | Danvers, MA