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Case Studies

The following case studies will show you how other accounting firms have increased productivity and benefited in many other ways by using GruntWorx to create a streamlined paperless tax workflow system.

To request one or more of the free case studies listed below, please fill out the short online form. You will then receive an email with links to download any of the case studies listed here. All case studies are in Adobe Acrobat PDF format.


The Evolution of a Paperless Tax Workflow – Importing Data from Scanned Tax Documents, Marcum LLP

Learn how Marcum LLP saved close to 4 hours per 1040 by using GruntWorx Pro, a "scan and populate" tax document automation solution, to prepare returns.

Taking Paperless One Step at a Time to Achieve Maximum Process Efficiency, J.R. Helms & Associates

Learn how John "Rusty" Helms made the transition from a paper-based to a paperless tax workflow and saved 40 hours during tax season.

Automating Workflow for Firm-wide Productivity, Sandersen Knox & Company, LLP

Learn how Alan Sandersen implemented a paperless tax workflow to elevate efficiency to an all-time high, saving hours in processing time and allowing the firm to increase work volume without adding new staff.

Increasing the Effectiveness of a Paperless Tax Workflow, Patrick Accounting and Tax Services

Learn how Patrick Accounting saved up to 45 minutes per return by using scanned tax documents to prepare returns.

Going Paperless: Using Scanned Tax Documents to Streamline Tax Processes, The Reynolds Group

Learn how the Reynolds Group was able to take on more clients, send fewer returns to extensions, and still save money this tax season by using scanned and organized client tax documents.

Using Tax Document Automation in the Last Six Weeks of Tax Season 2007, James J. Matousek, CPA, LTD.

Learn how Matousek Consulting used tax document automation to overcome peak workloads during tax season when most of their clients’ documents arrived with less than six weeks left to go.