Gruntworx

Hey! Tax season is over, so I thought it would be helpful if some of us participated in an AAR (After Action Review). I'll put mine below while it's still fresh in my head. Hopefully we can all learn from each other's successes and failures. **What was supposed to happen?** We were going to have a nice tax season where our preparer in training/admin and the Intuit outsourcing company would handle a good chunk of the returns so I could focus on reviewing and engaging in client advising/relat

Has anyone used Juno? I saw they are partners with taxdome now for auto filling tax forms and tax information into tax software. I see it's costs $30/return and wondering if it would be a better option verse gruntworx for drake (or other supported software).

For the upcoming tax season, I have lost two of my key employees (a CPA and an EA). How do you handle voluminous individual returns? We currently have a team of about 3 full-time CPAs and EAs, and 6 support staff to handle data entry or admin-type work. This team manages about 5,000 returns - a mix of individual and business, but heavily weighted towards individual returns. I have had no luck in finding part-time hires so far. \[Edit1\] I appreciate all the DMs wanting to help out as a contr

Hi everyone - first post in this group. I'm currently a tax preparer with about 10 years of experience, have been preparing taxes on the side for the last 4 years. I am finally taking the leap and looking to transition over to a full-time practitioner. Over the last few years, I have used Drake mainly because of price and familiarity. However, as I have been growing my business to more complex clients, I am finding Drake is not necessarily the best. This is especially true when it comes to mult

**I'm interested to hear from any Drake users who do more complex returns, is there any technology that you use to supplement Drake? I suppose I'm mostly asking about how you manage and prepare workpapers?** My firm is all remote, so I gather up documents through a client portal. I send those documents to GruntWorx for indexing. As needed, I mark up PDFs with Tic, Tie, and Calculate or build bespoke workpapers in Excel. I use Drake Documents to organize all of it. Late last season, I ad

Hi need some help - Ultratax and all the TR bull is killing us with their cost. It doesn't help that we added sureprep to the mix. We are considering switching to drake/gruntworx but wonder if we're nuts. We do about 500 1040s (about 50 pretty complex, the others more standard), 170 1041s and 120 business returns. Some of business returns are complicated but a lot aren't. Are we being idiots for even considering drake since we're so used to UT? I know its supposed to be that "cadillac" of tax so

I tried it out and liked it. I haven’t tried gruntworx so I cant compare the two. It does a really good job with all of the typical tax forms like W2, 1099s, brokerage statements and federal K1s. I’m pretty sure I will be using it this coming year.

Gruntworx was terrible and we paid for verification. We chose the easiest possible return as a test and it applied it to the wrong taxpayer that had the same last name. We would have assumed user error, but two people were sitting next to each other and double-checked. Getting it fixed had to go to tech support, wait on a phone call, 3 weeks passed, then we called *again* to have them walk us through the process in about 30 minutes. It was SSA, a W2, and a small brokerage statement. Still got th

i had a demo with drake a couple weeks ago and while i'm not going to be switching from UltraTax this year, i might in the future. I was wondering if anyone with Drake could answer a couple questions we have 1. Can you explain gruntworx? the video made it sound like you send off your brokerage statement and it comes back a couple hours later in the software. 2. is there trial balance software that works with Drake? 3. If you make a change in a scorp/pship, will the K-1 automatically update on

I have used drake and gruntworx for 4 years...don't know how I did taxes without it...granted their input has gotten more sloppy since covid staff issues and growth pains...but I find it a lot easier to check already input info against source documents than input the data manually...even W-2 forms come in all shapes and sizes these days...not to mention the brokerage statements that come our way...love the way everything nicely scanned in...in summary...not perfect but works well for my office.