Return-based pricing gives you budget predictability! Learn more, click here!

ORGANIZE

GruntWorx ORGANIZE is fast, easy to use, and cost-effective –
ideal for firms of any size looking to scale without adding headcount.

 
Book a Demo   Start Free Trial

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.

ORGANIZE Supported Forms

W-2
W-2C
W-2G
1042-S
1095-A
1095-B
1095-C
1098
1098-C
1098-E

1098-T
1099-A
1099-B
1099-C
1099-CAP
1099-DIV
1099-G
1099-H
1099-INT
1099-K

1099-LTC
1099-MISC
1099-NEC
1099-PATR
1099-Q
1099-R
RRB-1099
RRB-1099-R
1099-S

1099-SA
SSA-1099
Consolidated 1099
2439
5498-ESA
5498-SA
Grantor Letter as 1041 K-1
Receipts
Supporting Tax Documents

Everything you need to move faster with confidence.

Built for busy tax seasons when quality, speed and flexibility matter most.