Gruntworx Reviews

Gruntworx has differing levels of service, depending on what you need. We use Gruntworx, as integrated into Drake Tax, in order to get all of our client's trade info in fast and without error.

Gruntworx is not economical for all clients. Sometimes it is just easier to import trades from a CSV or Excel spreadsheet instead of using the service.

How to import trade data from multiple sources when all you have is a PDF to go by. Instead of manually entering in the data, Gruntworx will do it for you.

Gruntworx's accuracy rate is amazing. With the 637 pages of tax forms I processed so far this tax season and 900 stock trades, there were 3-4 numbers that extracted incorrectly. A professional review of the numbers will catch these rare problems.

I have used Gruntworx on both Thomson Reuters UltraTax and Intuit's Lacerte. The process does not work as easily with Lacerte. For example, Lacerte's tax form payer name has a limited number of characters. If you exceed that number, then the import will not work.

A trial is easy

The greatest benefit is speed and simplicity. If a client provides a large volume of forms, then it can require alot of hours to manually input. Gruntworx performs these tasks more quickly and efficiently. Gruntworx also provides error checking that I cannot easily perform -- confirming the social security number on the scanned forms matches the taxpayer, and insures the forms for the correct tax year were scanned.

.It has the ability to automate tedious task like data entry which saves time for the accounting professional

Depending on the pricing model it maybe seen as investment that some smaller firms might hesitate to make

Automation helps in minimize human error leading to more accurate tax filling and reducing the risk of costly mistake

Gruntworx provides an easy to use product that speeds up tax preparation by eliminating data input of basic tax forms.

This year the price doubled if you wanted timely service.

By not having to input basic data from forms more time could be concentrated on how to help reduce tax liability vs. input.

It comes in the same order every time and makes easy to review

They are 7 days behind getting us organized files back to us. Currently, they have no plan to fix this issue. I have used them for 4 years and this is the worst it has ever been.

organizing