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Online Resources

Click Support.DrakeSoftware.com – for product documentation, software updates, plus access to these online tools:

  • Knowledge Base – Constantly updated and enhanced with troubleshooting help and business strategies and software issues, to the latest tax news. Moderated by Drake employees.
  • State information – Information on reject codes, e-file mandates, addresses, and e-filing explanations and instructions.
  • Viewable EF Database – Real-time status of e-filed returns. Rejected and accepted returns, checks that are available for printing, and multiple reports.
  • Broadcast email – news about Drake updates and happenings in the tax industry.


Save time and money by automating data entry and source file organization.

GruntWorx lets you scan and organize client tax documents, then fill forms in Drake Software automatically. Data entry and source document management have never been more efficient.

Benefits:

  • GruntWorx is a secure, web-based service, and is affordable, quick and easy to use.
  • Improve your productivity and increase profitability with data automation and time savings.
  • Works within Drake Software and Drake Document Manager on 1040 returns.

How Does It Work?

GruntWorx offers the following job types:

  • Organize – organizes, bookmarks, and labels scanned tax documents so you can easily find and review any document. Standardizes workflow with consistently organized tax workpapers.
  • Organize LITE – All the features and benefits of Organize, except without human validation. Provides a more affordable path to paperless automation.
  • Populate – eliminates data entry with accurate data extraction and population into Drake Software. Frees preparers and reviewers to focus on higher-value activities.
  • Trades – transforms trade details on scanned consolidated brokerage statements into a spreadsheet file, which can be imported into Drake Software.

 

For more information visit Gruntworx.com, sign up for a Webinar, or call (828) 349-5505.

Already a Drake customer and interested in GruntWorx? Sign in here to add the service.

Compare Job Types

Our Customers Say …

“We are very happy with our decision to go with GruntWorx technology. We’ve taken an already successful area of our firm – tax preparation – and made it even more profitable. If other firms would deploy a scan-and-populate technology such as GruntWorx, that firm would be more profitable … guaranteed."

Jim Bourke, CPA, CITP, CFF, CGMA
Partner – Withum Smith & Brown

Learn More

www.gruntworx.com

For a free trial, contact Drake Software at 828-349-5505 or GruntWorxsupport@drakesoftware.com.

Purchase compatible scanners at discount prices: //www.gruntworx.com/support/scanning/

Already a Drake customer and
interested in GruntWorx?

ALREADY A DRAKE CUSTOMER AND INTERESTED IN GRUNTWORX?

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