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Choose from 3 Powerful Solutions:

GruntWorx Organize GruntWorx Trades GruntWorx Pro
  • Organizes, bookmarks, and labels scanned tax documents
  • Lets you easily find and review any tax document
  • Organizes tax work papers consistently for a standardized workflow
  • Outputs standard PDF file
  • Automatically transforms trade details on scanned consolidated brokerage statements into an easy to use standard Microsoft® Excel spreadsheet file
  • Outputs standard Excel file
Does everything Organize and Trades do, plus:
  • Automatically imports data from scanned tax documents into GoSystem® Tax RS
  • Outputs both PDF and Excel files
   View:
 Product Details (PDF)
 Example Output (PDF)
   View:
 Product Details (PDF)
 Example Output (PDF)
   View:
 Product Details (PDF)
 Bookmarked Example (PDF)

View additional documentation: GruntWorx Data Security (PDF)

Important security and compliance information:

GruntWorx has completed a SAS 70 Type II Audit, which requires that the design and operational effectiveness of the system of internal controls a program uses to provide its service have been reviewed and tested by an independent auditor. The auditor has issued a report asserting reasonable assurance that the program's internal controls over its service are designed correctly and operate properly. Of course, a fully functioning system of internal controls for any GruntWorx customer also relies on the control processes of the customer, for which the independent auditor can't provide any assurance.

IRC Section 7216 compliant. Tax Professionals using GruntWorx products in the preparation of a return are not required to have clients sign a written consent to use or disclose tax data. The use of the GruntWorx products is permitted as a tax preparer to tax preparer disclosure described in Treasury Regulations Section 301.7216-2(d)(1) since all of 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 substantive determinations or advice affecting the tax liability reported by taxpayers.