ProSeries users: Your GruntWorx workflow just got better. Easier installation, faster performance, and smoother data population. Learn More!
Turn Source Documents into Ready-to-Import Data
GruntWorx POPULATE simnplifies and accelerates tax preparation by using patented technology to automatically identify and extract data from scanned tax documents – reducing manual entry, minimizing errors, and speeding up the entire process.
How GruntWorx POPULATE works:
- Scan and submit client source documents
- GruntWorx performs:
- Optical Character Recognition (OCR)
- Automated data extraction
- Available human verification by U.S.-based professionals
The result? An accurate, secure, and ready-to-import data file formatted for efficiency and delivered quickly.
Key features:
- Organized data displayed on tabbed worksheets
- One-click “Populate” button sends data directly to the correct fields in your tax software
- Seamless integration for faster, more reliable tax prep
Compatible with:
CCH Axcess™, CCH ProSystem fx®, Drake Tax®, Intuit Lacerte®, Intuit ProSeries® Tax, Thomson GoSystem Tax RS® & Thomson UltraTax CS®
Why Firms Choose GruntWorx POPULATE
Saves Time
Automates client source documents data entry, reducing the number of touches per return.
Improve Accuracy
Reduces keystroke errors by pulling data directly from scanned forms.
Standardize Workflows
Creates a consistent, repeatable process across all preparers.
Leverage Staff
Enables support staff to handle data entry tasks without tax expertise.
POPULATE Supported Forms
Note: This list contains all of the forms supported by POPULATE across all tax software.
For a list of the specific forms and fields supported in your tax software visit our Learning Hub.
W-2
W-2G
1095-A
1098 Mortgage
1098-E
1098-T
1099-B
1099-DIV
1099-G
1099-INT
1099-MISC
1099-NEC
1099-OID
1099-R
5498
RRB-1099
SSA-1099
Consolidated 1099
1041 K-1
1065 K-1
1120S K-1
Questions and Answers
What does GruntWorx POPULATE do?
POPULATE identifies and extracts data from supported tax documents and prepares the information for import into supported tax software.
Does POPULATE also provide organized source documents?
Yes. POPULATE is paired with organized, bookmarked source documents that support review of the extracted data.
Everything you need to move faster with confidence.
Built for busy tax seasons when quality, speed and flexibility matter most.
