Automated Data Entry Solution
Using patented technology, GruntWorx Populate identifies and extracts information from thousands of federal forms. OCR and data verification of source documents is done completely by GruntWorx. Scan and send your clients’ source documents to Populate and we’ll fill the tax return with federal form data VERIFIED Populate will have the extracted data reviewed for accuracy by US-based GruntWorx staff before returning the data import file back to you for population into compatible tax preparation software.
Product Highlights
- Patented technology identifies thousands of tax documents with best-in-class accuracy.
- Extracts data from scanned tax documents for import into the leading tax preparation software packages.
- Secure web-based application that’s easy to use and easy to deploy within your existing workflow.
- Absolute security: our hosted solution offers the same advanced data encryption found in the most rigorous online banking applications.
- IRC Section 7216 compliant.
Compatibility
- CCH Axcess™
- CCH ProSystem fx®
- Drake Tax Software®
- GoSystem Tax RS™
- Intuit Lacerte®
- UltraTax CS™
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Benefits
- Reduce tax preparation time and increase efficiency. GruntWorx Populate eliminates data entry—saving time and minimizing the number of tax practitioners that touch the return from start to finish.
- Frees preparers, reviewers, and partners to focus on value added activities. GruntWorx Populate requires no knowledge of tax documents, making it easy for support staff to scan and upload source documents.
- Consistent tax document organization and data extraction for every client. Standardize data entry and review for even the most complex returns that involve multiple tax professionals. Tax workpapers are bookmarked in the same order every time—no matter what order the documents were scanned in.
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