Access data 24/7 on your personalized dashboard, like the one above.
Until now, collecting client tax documents, receipts, and other paperwork was often more time-consuming than actually filling out the return. Now there's GruntWorx, a leading web-based application that creates a paperless workflow to streamline the tax return preparation process.
GruntWorx identifies, labels, and bookmarks scanned tax documents into a PDF file for easy review and storage. It also extracts and imports data from scanned tax and brokerage documents into tax preparation software. There's no software investment. No long training sessions to sit through. No mounds of paperwork to file. See how it works!
GruntWorx is a new, paperless, low-cost accounting solution offered through Trusted Business Advisor Solutions from CPA2Biz. These solutions help accounting firms work smarter, more efficiently, and provide the foundation for future profit and growth.
Having a bookmarked file definitely makes the difference in efficiency during tax season. I would advise other firms to take the first step toward paperless with GruntWorx.
Rusty Helms, CPA
J.R. Helms & Associates, P.C.