COPANION UNVEILS FIRST TAX DATA RETRIEVAL SOLUTION
DEVELOPED
FOR
THE
TAX
AND
ACCOUNTING
PROFESSION—GRUNTWORX GATHER
Gather redefines the tax preparation process by putting the practitioner in control of collecting
client source documents and data
ANDOVER, MA (PRWEB) June 9, 2010 -Copanion, Inc., the leader in paperless tax workflow technology, today
announced the launch of the newest addition to the GruntWorx family of products—GruntWorx Gather. Gather
facilitates seamless and secure electronic transfer of client tax data from the client to the tax practitioner. The
ability to automatically retrieve client tax information puts the practitioner in control of the tax prep
process—eliminating the bottleneck of waiting for clients to deliver source data. GruntWorx Gather is the first
data retrieval solution of its kind for the tax and accounting profession.
“Firms are always seeking ways to improve the efficiency of their tax process. In a recent survey, 72% of
professionals said that the biggest obstacle in their tax workflow is waiting for clients to deliver documentation,”
stated Ed Jennings, Copanion CEO. “We took this common issue and worked to create a solution. GruntWorx
Gather eliminates the bottleneck by allowing the practitioner to drive the process from the beginning.”
Copanion’s complete line of integrated modules supports each step of the tax preparation process:
1. GruntWorx Gather automatically retrieves posted 1099 consolidated brokerage statements as they become
available and delivers them directly to the firm’s GruntWorx account for processing.
2. GruntWorx Organize logically organizes and bookmarks the client’s tax data within a single
PDF file.
3. GruntWorx Populate extracts data from the bookmarked PDF and automatically populates the client’s tax
return.
The addition of Gather to the GruntWorx family represents an all-inclusive system that supports a true paperless
and automated tax process.
Gather offers a portal-like web interface where clients can connect with l