OCR & Data Verification done by Customer. GruntWor performs award-winning OCR and data extraction and provides a simple-to-use review tool to do your own data checking and review.
DOCUMENT MANAGEMENT SOLUTION: ORGANIZE LITE
Create digital workpapers by sending clients’ tax documents through Organize LITE to have them sorted, classified, and labelled into a searchable PDF. An interactive table of contents displays all the documents in the order of a standard 1040 return. Payer name data can be reviewed and edited in Adobe Acrobat or other PDF Viewer.
DIY AUTOMATED DATA ENTRY SOLUTION: POPULATE LITE
DIY TRADE IMPORT SOLUTIONS:
Replace slow, outdated manual data entry of Brokerage Statements and 1099-Bs with Self-Service Trade Details. Trade Detail data imports easily from a GruntWorx-generated Microsoft Excel file into your tax software. Self-Service Trade Details can be added on to Populate LITE for no extra charge and users employ the review tool to check and edit OCR-extracted trade data quickly and easily. Have the benefit of capital gains automation without the cost.
Trade Summary is designed to transform Brokerage Summary information from Consolidated Brokerage Statements and 1099-Bs into a standard Microsoft Excel file that easily imports into your tax software. Self-Service Trade Summary is included with Populate LITE where users can easily create the Trade Summary table via the Populate LITE review tool.
OCR & Data Verification provided by GruntWorx. GruntWorx U.S.-based staff checks and reviews all data after OCR and data extraction before sending it back for import — saving hours of review time.
DOCUMENT MANAGEMENT SOLUTION: ORGANIZE
Create digital workpapers by sending clients’ tax documents through Organize to have them sorted, classified, and labelled into a searchable PDF. An interactive table of contents displays all the documents in the order of a standard 1040 return with GruntWorx-verified payer names.
AUTOMATED DATA ENTRY SOLUTION
Outsource your data entry to GruntWorx! Scan and send your clients' source documents through Populate and we’ll fill the return with federal form data that has been verified by GruntWorx for accuracy. See list of supported forms and fields for your tax preparation software. GruntWor Organize is included at no extra cost with Populate.
TRADE IMPORT SOLUTIONS:
Automatically transform Consolidated Brokerage Statements and 1099-Bs into a standard Microsoft Excel file that easily imports into any tax preparation software. Trade data verified for accuracy by GruntWorx includes Covered/Non Covered indicator, Quantity, Description, Acquisition Date, Sale Date, Proceeds, Cost Basis, Wash Loss, and Gain Loss. Add on to Organize or Populate.
Don’t want all the trade details from the Brokerage Statement or 1099-B? Trade Summary extracts just the category totals for easy population into any tax preparation software. Totals are reviewed for accuracy by GruntWorx and are provided back to you in a standard Microsoft Excel file. Add on to Organize or Populate.