Gruntworx

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

A trial is easy

What problems are you solving with the product? What benefits have you realized?

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.