Work Smarter This Tax Season with GruntWorx ORGANIZE
Free up your professional staff and boost productivity by eliminating the tedious task of sorting client tax documents. GruntWorx ORGANIZE streamlines the process, allowing support staff to scan and automatically index source documents – so your team can focus on higher-value work and delivering outstanding client service.
Key benefits of GruntWorx ORGANIZE:
Automates the indexing of client tax documents
Enables support staff to handle scanning with ease
Reduces time spent on manual sorting
Frees up professionals for strategic and client-facing tasks
Automates the indexing of client tax documents
Enables support staff to handle scanning with ease
Reduces time spent on manual sorting
Frees up professionals for strategic and client-facing tasks
With patented Data Validation technology and unmatched accuracy, GruntWorx ORGANIZE produces a fully bookmarked, searchable PDF sorted by document type and labeled with issuer names – making even the most complex returns fast and easy to review.
Upload PDFs or submit data through direct integration from:
Drake Tax® & Liscio®
Why Firms Choose GruntWorx ORGANIZE
Saves Hours
Automate document organization and bookmarking for every engagement.
Finds Documents Fast
Use consistent structure and full-text search to retrieve files quickly.
Standardizes Every Workflow
Apply the same process across all clients, regardless of scan order.
Empowers Your Staff
Enable team members to scan and index with no tax knowledge required.