Partnership Tax Automation

K1x provides software for managing K-1 data, partnership tax workflows, and investor reporting. Their platform helps firms streamline the collection, analysis, and delivery of complex partnership tax information. Our partnership with K1x is at the heart of our solution, GruntWorx K-1 ADVANCED.

Client Communication & Collaboration

Liscio is a secure client experience platform for accounting firms that centralizes communication, document sharing, task management, and client collaboration. GruntWorx is directly integrated inside of Liscio, and receives tax documents at the click of a button.

Tax Preparation Software

Drake Software delivers professional tax preparation solutions designed to help firms prepare, review, and file returns efficiently. Through GruntWorx integration within Drake Tax, firms can automate document organization and data entry to reduce manual work and accelerate return preparation.

CFO Advisory Training & Mentoring

The CFO Project helps accounting professionals develop and deliver advisory and CFO services through training, frameworks, and practice development resources. The time you save with GruntWorx can then become higher revenue activities through their program.

Practice & Workflow Management

FinancialCents is a practice management platform built for accounting firms, providing workflow tracking, task management, client collaboration, and team accountability tools. Financial Cents can track all of your workflow tasks, including GruntWorx tasks, while providing a link to your GruntWorx account.

Entity Compliance & Filing

FileForms is an entity compliance platform that helps firms manage annual reports, registered agent services, entity formations, foreign qualifications, and other business filings across all 50 states. FileForms is integrated into the GruntWorx Dashboard, giving firms convenient access to entity compliance services that complement their existing tax workflow.

Tax Workflow Management

Truss helps firms automate tax workflow management, job tracking, and team coordination. The platform provides visibility into return status, capacity, and deadlines across the practice. Our GruntWorx CORE product works with and is directly available from Truss.

Proposals & Client Engagement

Ignition helps firms automate proposals, engagement letters, client onboarding, and recurring payments, creating a streamlined path from prospect to client. Value-based pricing, much like GruntWorx’s return-based pricing, helps you streamline your client engagement and free up your time.

Secure Document Management & Client Portal

SmartVault delivers secure document management and client portal solutions designed specifically for accounting professionals. It simplifies document storage, sharing, and retention. SmartVault is a natural flow for securely storing and maintaining your GruntWorx documents.

Transfer Pricing Automation & Compliance

Integral Technologies provides AI-powered transfer pricing software for accounting and advisory firms, helping automate documentation, benchmarking, compliance, and client collaboration. The platform helps firms reduce manual work, maintain audit-ready reporting, and scale transfer pricing services more efficiently.

Sales Tax Automation

Kintsugi automates sales tax compliance by monitoring nexus, calculating tax obligations, and managing filing requirements across jurisdictions.

Advisory Services

Trucess Tax Advisory provides tax planning and advisory solutions that help firms expand beyond compliance work and deliver higher-value client services. For firms looking to expand their number of clients with the time they save, Trucess Tax Advisory allows you to also expand your services without expanding your workload.

Document Scanning & Imaging

Ricoh provides document scanners designed for fast, reliable capture of tax documents, receipts, and other financial records. GruntWorx partners with Ricoh to help firms build an efficient front-end scanning workflow, with recommended ScanSnap and Ricoh scanners available to GruntWorx customers at discounted pricing.

Proactive IRS Monitoring

TaxRock provides post-filing tax resolution and IRS monitoring solutions that help firms identify opportunities and proactively manage client tax issues year-round. This service adds ongoing value for your clients once GruntWorx completes their taxes.

Document Scanning & Imaging

Canon provides document scanning solutions designed to help accounting firms efficiently digitize client tax and financial documents. Its imageFORMULA scanners support workflows ranging from individual preparers to high-volume offices, helping firms create quality digital source documents that move efficiently into automated tax preparation workflows.