User's Manual - Drake Software

Drake Software User’s Manual
Additional Products
Additional Products
GruntWorx and SecureFilePro are separate programs designed to integrate with Drake
Software to make storing, accessing, and manipulating large numbers of documents
easier.
GruntWorx
Use GruntWorx to organize your clients’ supporting documents in a single bookmarked
PDF file. You can also import data from certain federal forms directly into
Drake’s tax software.
NEW FOR
2012
Drake has added a GruntWorx Knowledge Base to the list of available
Knowledge Bases. New articles are being added. To search the Grunt-
Worx KB, go to Drake.Support.com, select Resources > Knowledge
Bases, select Drake Software Support Knowledge Base, and from
the Search within drop list of the Search for articles section, select
GruntWorx KB.
GruntWorx offers three products to handle these tasks: Organize, Populate, and
Trades.
• Organize — With Organize, you scan or import all documents from one client,
send the documents to GruntWorx, and receive a PDF with those documents classified,
organized, and bookmarked. For clients with multiple federal tax forms
(such as W-2s, W-2-Gs, 1099s, K-1s), this feature can save time shuffling papers
and organizing these documents yourself. You can also scan receipts, logs, and
handwritten notes in the GruntWorx PDF file. IRS documents are saved in the
PDF in the following order:
– “Income” documents
– “Adjustments” documents
– “Deductions” documents
– “Credits” documents
– “Supporting” documents (not otherwise classified)
– “Poor Quality/Handwritten Notes”
• Populate — With Populate, the data contained in certain Drake-supported federal
tax forms can be extracted from the forms and imported directly into Drake Software,
saving you data entry time and expense. (From the Data Entry Menu tool-
Tax Year 2012 357