K2 Enterprises Review

GruntWorx - Copanion

http://www.copanion.com/

Category: Tax Document Automation - Accountants in Public Practice

Best Fit

Small to mid-size firms in tax practice.

Strengths

Recognition of a large number of forms with a high degree of accuracy.
Documents automatically categorized, including images of source materials.
Web-based solution; no software install or setup required.
Advanced encryption for Internet transmission of sensitive material.

Brief Product Description and Pricing

GruntWorx automatically scans, identifies, and bookmarks client tax documents and delivers them in a single, well-organized electronic PDF file, allowing you to:

Quickly jump to any uploaded tax document
Review and enter tax data faster and more accurately
Edit and add tick marks or notes from multiple users
Be better organized throughout tax season

GruntWorx is priced in a 50-Pack for $99, 100-Pack for $195, and 250-Pack for $395. There is also a 500-Pack for $495. GruntWorx was running a free trial of 25 returns at the time of this review.

Technical Specifications

PC running Windows
XP Professional or higher
Windows IE6, IE7, or
Firefox 1.5 or higher
PC Computer
TWAIN compatible document scanner
Adobe Acrobat Reader version 6 or higher

Integration with Accounting and Ease of Setup

Web-based solution. No integration to Tax software.

Representative Client List (if available)

The Reynolds Group

Matousek Consulting, James J. Matousek, CPA

Systematic Accounting

Case studies available on-line

Company History and Contact Information

Copanion's GruntWorx is the first web-based application to "read" and classify data from paper-based forms and PDF files. GruntWorx uses a combination of biometric pattern recognition technology and machine learning to achieve better than 97% accuracy across thousands of variations of tax documents. Headquartered in Andover, MA, Copanion is a privately held company with financing from Commonwealth Capital Ventures and Pilot House Ventures. The company may be reached at:

Copanion, Inc.
One Tech Drive
Andover, MA 01810

Phone: 978-824-0110

Commentary (The following is provided by the Editor with notes and comments from others.)

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