GruntWorx is a tax document automation platform that helps tax professionals organize source files and move extracted data into supported tax preparation systems.
– ORGANIZE classifies source documents and returns standardized, bookmarked, searchable PDF workpapers
– POPULATE uses OCR and data extraction, with optional human verification, to create ready-to-import 1040 data
– TRADES processes brokerage statements for summary or detailed transaction entry and audit-friendly output
– Fits tax practices that want to reduce manual document sorting and data entry while standardizing source-document workflows.
