FREE Priority Shipping On All Orders

Smarter Tax Automation

GruntWorx Eliminates Your Greatest 
Barriers To Growth 

GruntWorx is revolutionizing the tax preparation industry by automating the traditionally tedious and 
time-consuming process of organizing and entering tax data. Here's a detailed look at how GruntWorx 
streamlines the tax return process, enabling tax professionals to focus on higher-value tasks. 

GRUNTWORX

LEARN MORE

Introduction to GruntWorx

GruntWorx is revolutionizing the tax preparation industry by automating the traditionally tedious and
time-consuming process of organizing and entering tax data. Here’s a detailed look at how GruntWorx
streamlines the tax return process, enabling tax professionals to focus on higher-value tasks.

Download The Free E-book
To Get Started

Thanks for contacting us. We'll get back to you as soon as possible.

Workflow Challenges

Staffing

Tight labor market (hight cost/low supply)

Seasonal staffing challenges

Offshoring doesn’t work for most firms

Lower value administrative work loads

Work-Life Balance

Burnout and fatigue

Diminished accuracy/productivity

Lower moral impacting retention

Most want a better work-life balance

Efficiency

Manual systems aren’t scalable

Offshoring language/cultural differences

Younger staff prioritize work-life balance

Slower client/firm growth rate

Firm Valuation

Less time available for client growth

Longer hours require higher pay

Unable to focus on higher value tasks

Lower per-return profitability

The Automation Process

GruntWorx allows tax professionals to follow a simple automation process to prepare

their clients’ tax returns.

Smarter Tax Automation

UPLOAD

Scan or Upload PDFs of
clients’ tax forms to GruntWorx.

DOWNLOAD

Download the files we
send back to you for your
digital work papers.

IMPORT

Import Federal IRS Tax 

forms into your tax software.

DONE!

Just three steps to remove manual data entry and organization from your daily workflow routine.

1.

Document Upload
and Organization

Client Document Submission: Clients submit their tax documents electronically or staff scans them to be uploaded. These documents can include W-2s, 1099s, K-1s, and other relevant tax forms.

 

Automated Organization: GruntWorx automatically organizes these documents into a standardized format. This eliminates the need for manual sorting and ensures that all documents are easily accessible.

 

2.

Data Extraction
and Verification

Optical Character Recognition (OCR): GruntWorx uses advanced OCR technology to extract data from uploaded documents. This technology accurately reads and digitizes the information, reducing the risk of human error.

 

Data Verification: The extracted data is then verified for accuracy. GruntWorx cross-references the information with known data points to ensure that there are no discrepancies. To save time and resources, tax preparers use the GruntWorx verification service, where our staff processes and reviews your data for accuracy, providing a fully automated solution.

 

3.

Populate into
Tax Software

Seamless Integration: GruntWorx integrates with popular tax software such UltraTax CS®, Intuit Lacerte®, CCH AxcessTM, Intuit ProSeries® Tax, CCH ProSystem fx®, Drake Tax® and GoSystem Tax RS®. This integration allows the extracted and verified data to be automatically populated into the appropriate fields within the tax software.

 

Review and Adjust: Tax professionals can review the populated data and make any necessary adjustments.
This step ensures that the final tax return is accurate and complete.

 

Benefits of Using GruntWorx

1.

Time
Savings

Efficiency: By automating the data entry and organization process, GruntWorx saves tax professionals countless hours during tax season. This allows them to focus on more complex tasks and client interactions.

 

Quick Turnaround: GruntWorx staff reviews client returns within a matter of hours—often even sooner—ensuring you maintain full control over your time.

Time Savings

With GruntWorx Automation
Traditional Practice
10%
Implementing Automation In Your Workflow
Document Gathering/Organization/Data Entry
55%
15%
Document Gathering/Organization/Data Entry
Electronic Document Filing
20%
Finished Document Storage
15%
15%
Electronic Document Accuracy Check/Filing &
Finished Document Storage
Client Communication & Return Delivery
10%
60%
Work Toward Business Growth,
Build Clientele and Rapport, &
Focus on More Complex Parts of the Return
Advanced Automation takes a portion of your daily tasks off your shoulders.

2.

Accuracy and
Compliance

Efficiency: By automating the data entry and organization process, GruntWorx saves tax professionals countless hours during tax season. This allows them to focus on more complex tasks and client interactions.

 

Quick Turnaround: GruntWorx staff reviews client returns within a matter of hours—often even sooner—ensuring you maintain full control over your time.

 

3.

Cost
Savings

Reduced Labor Costs: By automating the “grunt work” of tax preparation, GruntWorx reduces the need for hiring additional staff during peak seasons.

 

Flexible Pricing: GruntWorx offers Variable Pricing, or for those that qualify, Return-Based Plans, allowing firms to scale their usage based on their needs without incurring unnecessary costs. There are no sign-up costs, renewal fees, or training costs.

 

Cost Savings

Estimated Cost of Hiring 1 Data Entry Clerk/Admin for 4 Months:
($20/hr @ 40 hrs/week for 4 months) + (20 hrs OT x 4 weeks)
$15,200
Level of Service
Product & Add Ons
# of Pages
$ per Pages
# of Returns
Total $ Spend
VERIFIED Organize
30
$13.50
50
$13.50
VERIFIED Populate
20
$29
250
$7,250
VERIFIED Trade Details
100 Trade Lines
$25
25
$625
VERIFIED Trade Summary
2 Brokerages
$10
50
$500
300 RETURNS - TOTAL ESTIMATED $ SPEND
$9,050

Security & Compliance
Measures

Security Measures

1. SSAE 16 SOC 2 Type 1 Compliance
GruntWorx has achieved SSAE 16 SOC 2 Type 1 compliance, which is a rigorous standard for information security. This certification ensures that GruntWorx's systems and processes meet stringent criteria for security, availability, processing integrity, confidentiality, and privacy.

2. Data Encryption
All data transmitted and stored by GruntWorx is encrypted using industry-standard encryption protocols. This ensures that sensitive information is protected from unauthorized access.

3. Secure Data Centers
GruntWorx uses secure data centers that are equipped with advanced physical and digital security measures. These data centers are monitored 24/7 to prevent any security breaches.

Compliance Measures

1. IRC Section 7216 Compliance
GruntWorx complies with IRC Section 7216, which governs the use and disclosure of tax return information. Tax professionals using GruntWorx do not need to obtain written consent from clients to use or disclose tax data, as GruntWorx provides an auxiliary service in connection with the preparation of tax returns.

2. Regular Audits and Assessments
GruntWorx undergoes regular audits and assessments by independent firms to ensure ongoing compliance with 

industry standards and regulations. These audits validate the effectiveness of GruntWorx’s security measures and compliance protocols.

3. Privacy Policies
GruntWorx has comprehensive privacy policies in place to protect client data. These policies outline how data
is collected, used, and stored, ensuring transparency and accountability.

By adhering to these security and compliance measures, GruntWorx ensures that client data is handled with the utmost care and protection, providing peace of mind to tax professionals and their clients.

GruntWorx Use Cases

Our customers find using GruntWorx revolutionizes their tax preparation process to

allow them to spend more time on advising their clients.

How to Get Startedwith GruntWorx

Register for a GruntWorx account at https://www.gruntworx.com/ and $40 will be automatically added to your account. Once in your account you can access our products 

and services.

Services

GruntWorx Verified:
Our U.S.-based staff processes and reviews your data for accuracy, providing a fully automated solution.

Self-Verify
Your staff processes and validates the data.

Products

ORGANIZE:
This tool streamlines the organization of client tax documents into a standardized, bookmarked PDF, simplifying the review process and ensuring consistency across all client files.

POPULATE:
Utilizing patented technology, POPULATE extracts data from scanned tax documents and imports it directly into 

leading tax preparation software. This automation reduces manual data entry, minimizes errors, and accelerates the tax preparation process.

Trade DETAILS:
Designed for clients with numerous stock transactions, Trade DETAILS automates the extraction and organization of these transactions, facilitating accurate and efficient reporting on Schedule D/8949.

Trade SUMMARY:
This feature consolidates extensive trade data into a single summary sheet, providing a clear overview and simplifying the reporting process for both preparers and clients.

Pricing Options

Variable
Pricing:

Title

Variable pricing offers pay per page, per form, and per trade. Costs vary based on the number of pages, forms, and trades processed.

Return-Based
Pricing Plan:

Title

The GruntWorx Return-based Plan includes budget predictability with per return pricing for a specific time frame, discount benefits, premium support and staff onboarding.

Conclusion

GruntWorx is a game-changer in the tax preparation industry. By automating the organization and data

entry of tax documents, it allows tax professionals to work more efficiently, accurately, and

cost-effectively. As the demand for streamlined and secure tax preparation services continues to grow,

GruntWorx stands out as a leader in tax automation technology.

Watch the 2025 Tax and Accounting Automation Guide 
Playlist on YouTube

Search