Practice Advisor reviews tax industry-specific software every year. In addition to looking at leading tax preparation packages, the publication also evaluates specialized software. This week, CPA Practice Advisor released the results of the 2019 Review of Tax Document Automation Systems, and GruntWorx earned the highest rating: 5 out of 5 stars in Overall Rating.
The review included four categories, (Core Product Functions/Features, Paperless Workflow, Integration, and Help/Support/Training), a summary of the product, and the Overall Rating. Since we already know that GruntWorx took the top honors, here is how we did in each category.
Aside from Overall Rating, Core Product Functions/Features is probably the most important review category to tax professionals. Knowing how well a product performs its intended task is a key consideration for customers. When it comes to providing automated document organization and data entry through services like Organize LITE, Organize, Populate, and Trades, GruntWorx got 5 stars.
Another selling point for tax automation platforms is that they can help tax offices become paperless—retiring metal filing cabinets and streamlining workflow. For Paperless Workflow, reviewer Mary Girsch-Boch gave GruntWorx 4.75 stars: “One of the features that sets GruntWorx apart is that the documents are … organized and bookmarked.” This streamlines workflow “because users do not have to sort documents prior to scanning and uploading,” and “all PDFs returned are organized consistently.”
Integration is particularly important, because tax professionals need to know how easily they will be able to use new programs with currently installed software. GruntWorx again earned 4.75 stars because “[it] offers seamless integration with Microsoft Excel, as well as numerous third-party tax preparation applications, including Drake Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Intuit Lacerte, and UltraTax CS.”
When it comes to software, sometimes you need a little help. Whether it’s because you need technical support or just want to learn how to use the program, good customer support can make or break a product. GruntWorx 5 earned stars for Help/Support/Training due to the quality and types of available support:
Girsch-Bock also noted the GruntWorx free trial, which lets users try Organize LITE, Organize, Populate, and Trades services on live tax returns.
If you would like to see for yourself why CPA Practice Advisor rated GruntWorx higher than any other tax automation system, click here and enter your email address in the “FREE TRIAL!” field.