GruntWorx Security & Compliance

All firms should be concerned about security and compliance regarding their client’s data. Learn the key security safeguards to look for when considering adding Software-as-a-Service (SaaS) solutions into your workflow.

IRC Section 7216 Compliant
Tax professionals using GruntWorx products to prepare returns are not required to have clients sign written consent forms to use or disclose tax data.

The use of GruntWorx products is permitted as a tax preparer to tax preparer disclosure described in Treasury Regulations Section 301.7216-2(d)(1), since all GruntWorx service providers are located in the United States and GruntWorx provides an auxiliary service in connection with the preparation of tax returns that does not provide the substantive determinations of advice affecting the tax liability reported by taxpayers.

SSAE 18 SOC 1 Type 2 Security Examination
GruntWorx is proud to have successfully completed the AICPA’s Statement on Standards for Attestation Engagements Number 18 (SSAE 18) SOC 1 Examination Type 2. SSAE 18 rolls several SSAE standards – including SSAE 16 – into one. More comprehensive than SSAE 16, this new standard requires ongoing auditor oversight of subservice providers’ controls. The examination was performed by an independent CPA firm, Schellman & Company, LLC.

SSAE 18 requires participating organizations to provide auditors with an internal risk assessment that is continually reviewed by both the organization and the auditors. GruntWorx performs an annual review of its operations, systems, technology, facilities, and personnel management, in order to thoroughly validate its ability to securely handle client data.


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