GruntWorx Populate

Take the data entry out of tax preparation. Populate accurately extracts information from scanned client documents and inserts it into the leading tax preparation software, freeing preparers to focus on higher value activities. Unprecedented accuracy with GruntWorx’s patented Data validation services.

Start a Free Trial Today!
×
GruntWorx Populate
SUPPORTED FORMS
Forms Drake Ultratax Profx Lacerte GoSystem
W-2
W-2G
1095-A  
1098
1098-E  
1098-T  
1099-MISC
1099-B
1099-G
1099-DIV
1099-INT
1099-R
RRB-1099
SSA-1099
1099-OID
Consolidated 1099
1120S K-1
1065 K-1
1041 K-1
5498  

Import data from scanned tax documents into the leading tax preparation software packages

Eliminate data entry with accurate data extraction and population into the leading tax preparation software packages. Simply scan stacks of client source documents and upload them to GruntWorx Populate. Using patented technology, GruntWorx Populate identifies and extracts information from thousands of tax documents with unparalleled accuracy.

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.

Search GruntWorx

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.
  • Identifies, organizes and bookmarks scanned tax documents into a single PDF file that makes it easy to verify the accuracy of imported data.
  • 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

GruntWorx Populate is currently available for integration with Drake Software, GoSystem Tax RS, ProSystem fx Tax, UltraTax CS and Intuit Lacerte.

To learn more and register for a free demo, please contact GruntWorx sales at 1.877.830.6059 x2.

System Requirements

  • Operating System: PC with Windows XP or higher
  • Internet Browser: Internet Explorer 8 or higher or Firefox version 22 or higher
  • Adobe Acrobat Reader version 6 or higher
  • Microsoft Excel version 2003 or higher or comparable .XLS-compatible spreadsheet program
Browse GruntWorx

GruntWorx, LLC.