GruntWorx Product Features – Image Description

GruntWorx offers the following products and features.

Organize LITE

  • Produces a labelled and indexed PDF of source documents
  • Includes Drake’s best-in-class customer support
  • Integrates with Drake Documents

Populate Lite

  • Produces a labelled and indexed
 PDF of source documents
  • Includes Drake’s best-in-class
 customer support
  • Integrates with
 Drake Documents
  • Includes tool
for DIY validation
  • Eliminates federal form data entry in Drake Tax

Trades Summary

  • Reduce 10s/100s/1000s of Trades into a single summary sheet
  • Lower cost with fixed priced per Brokerage
  • Validated by GruntWorx staff when used with Organize and Populate
  • Self-validate when used with Populate LITE at no extra cost
  • Reduce review time by only having summary information extracted

Organize

  • Produces a labelled and indexed PDF of source documents
  • Includes Drake’s best-in-class
 customer support
  • Integrates with
 Drake Documents
  • Includes human data validation

Populate

  • Produces a labelled and indexed PDF of source documents
  • Includes Drake’s best-in-class 
customer support
  • Integrates with Drake Documents
  • Includes human data validation
  • Eliminates federal form 
data entry in Drake Tax

Trades

  • Imports trade details from brokerage statements/1099Bs 
into the 8949 of Drake Tax
  • Available as an add-on option to either Organize or Populate