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