Choose the Solution you need:

Peviously GruntWorxLITE, still with Self-verification of Processed Data

GruntWorx CORE delivers automated extraction and organized tax data, along with a pointsheet and review interface that supports firm-led validation and correction. Data can be populated into supported tax software as part of your workflow, with all verification and final adjustments completed by firm staff.

Turnaround time and efficiency depend on document complexity and firm review processes.

Previously GruntWorx VERIFIED, still with U.S.-Based GruntWorx Data Verification

GruntWorx PREMIUM combines automated data extraction with U.S.-based professional review to deliver validated, software-ready tax data. Documents are organized, verified against source files, and populated into your tax software, reducing internal review time while improving consistency and accuracy.

Ideal for firms seeking predictable turnaround and confidence in data accuracy.

Select the Features you wish to use for each client to automate their document organization and data entry:

ORGANIZE streamlines the organization of client tax documents into a standardized, bookmarked PDF. The interactive table of contents displays all the documents in the order of a standard 1040 return, simplifying the review process and ensuring consistency across all client files.

POPULATE extracts data from scanned tax documents utilizing patented technology and imports it directly into Drake Tax. This automation reduces manual data entry, minimizes errors, and accelerates the tax preparation process.

Trade DETAILS automates the extraction and organization of numerous stock transactions, facilitating accurate and efficient reporting on Schedule D/8949 using a GruntWorx generated Microsoft Excel file that easily imports into Drake Tax. The GruntWorx PREMIUM verified service option reviews the Covered/Non-covered Indicator, Quantity, Description, Acquisition Date, Sale Date, Proceeds, Cost Basis, Wash Loss, and Gain Loss for accuracy.

Trade SUMMARY consolidates extensive trade data from Consolidated Brokerage Statements and 1099-Bs into a single summary sheet showing category totals, providing a clear overview and simplifying the reporting process for both preparers and clients.

Supported Years:

POPULATE: Current tax year only

ORGANIZE and Trades: Current and prior tax years

GruntWorx Pricing:

Available as Return-Based Pricing – providing budget predictability for your firm.

	Bundle Price	Number of Returns	Cost/Savings
Individual Return	$10	1 Return	$10.00/Return
Tier 1: Scale	$1,375	250 Returns	45% Savings ■ $5.50/Return
Tier 2: Growth	$600	100 Returns	40% Savings ■ $6.00/Return
Tier 3: Essentials	$325	50 Returns	35% Savings ■ $6.50/Return
Tier 4: Starter	$175	25 Returns	30% Savings ■ $7.00/Return
Enterprise Pricing	Custom	500 Returns or More	Request a Quote!

 
Purchase GruntWorx CORE

Available as Variable Pricing or Return-Based Pricing – providing budget predictability for your firm.

	Cost Per Item
GruntWorx ORGANIZE	45¢ per Page
GruntWorx POPULATE	$1.00 per Form
Trade DETAILS	25¢ per Trade
Trade SUMMARY	$5.00 per Brokerage
Return-Based Pricing Plan	Request a Quote!

 
Purchase GruntWorx PREMIUM
with Variable Pricing

Security and Compliance:

GruntWorx prioritizes the security of client data by employing advanced encryption technologies comparable to those used in online banking. Their hosted solutions are designed to meet rigorous security standards, ensuring that sensitive information remains protected throughout the tax preparation process. GruntWorx has achieved SSAE 18 SOC 2 Type 1 compliance, underscoring their dedication to maintaining the highest levels of data security.