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

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 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

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