GruntWorx Populate

Import data from scanned tax documents into the leading tax
preparation software packages

Eliminate data entry with accurate data extraction and population into the leading tax preparation software packages. Simply scan stacks of client source documents and upload them to GruntWorx Populate. Using patent-pending biometrics technology, GruntWorx Populate identifies and extracts information from thousands of tax documents with unparalleled accuracy. 

Benefits

• Reduce tax preparation time and increase efficiency. GruntWorx Populate eliminates data entry—saving time and minimizing the number of tax practitioners that touch the return from start to finish. 
• Frees preparers, reviewers, and partners to focus on value added activities. GruntWorx Populate requires no knowledge of tax documents, making it easy for support staff to scan and upload source documents.
• Consistent tax document organization and data extraction for every client. Standardize data entry and review for even the most complex returns that involve multiple tax professionals. Tax workpapers are bookmarked in the same order every time—no matter what order the documents were scanned in.

Product Highlights

• Patent-pending biometrics technology identifies thousands of tax documents with best-in-class accuracy.
• Extracts data from scanned tax documents for import into the leading tax preparation software packages.
• Identifies, organizes and bookmarks scanned tax documents into a single PDF file that makes it easy to verify the accuracy of imported data.
• Secure web-based application that's easy to use and easy to deploy within your existing workflow.
• Absolute security: our hosted solution offers the same advanced data encryption found in the most rigorous online banking applications.
• IRC Section 7216 compliant.

Compatibility

GruntWorx Populate is currently available for integration with Drake Software, GoSystem Tax RS, ProSystem fx Tax, and UltraTax CS. To learn more and request a free demo, please contact GruntWorx sales at 1.877.830.6059 x2.

System Requirements

• Operating System: Windows XP Pro or Windows Vista (Ultimate or Business Edition)
• Internet Browser: Internet Explorer 7 or higher, Firefox 1.5 or higher
• Adobe Acrobat Reader version 6 or higher
• Microsoft Excel version 2003 or higher (32-bit version only), or comparable .XLS-compatible spreadsheet program
• Microsoft .NET Framework 3.5
• PC hardware must meet the requirements to run GoSystem Tax RS
• When run on Windows XP Pro, GoSystem Tax RS and GruntWorx Populate require a minimum of 1GB of RAM
• When run on Windows Vista (Ultimate or Business Edition), GoSystem Tax RS and GruntWorx Pro require a minimum of 2GB of RAM