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