Copanion

Copanion

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Copanion is the leading provider of paperless workflow solutions for tax practitioners. Copanion's premier product, GruntWorx, is a web-based solution that automates the time-consuming tasks of gathering, organizing, and populating client data into leading tax applications.

GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in productivity. GruntWorx products require no knowledge of tax documents and allow you to hand off the "grunt work" of document organization and data entry to support staff. The bottom line for your firm is better profitability.

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GruntWorx Trades

Product From Copanion

Automatically transform trade details on scanned 1099 Consolidated Brokerage Statements into a standard Microsoft Excel file

GruntWorx Trades allows you to quickly and easily manipulate trade data, perform calculations within the spreadsheet, and import the data into your tax compliance software.

GruntWorx Populate

Product From Copanion

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

GruntWorx Organize

Product From Copanion

Automatically organize, bookmark, and label scanned tax documents

Save hours finding and reviewing tax data and free up your professional staff to move more volume this tax season. GruntWorx Organize

GruntWorx Gather

Product From Copanion

Automatically retrieve client tax documents directly from the leading financial institutions

GruntWorx Gather takes the waiting out of tax preparation by creating a secure web interface that allows your clients to connect with the leading financial institutions and brokerage houses to automatically retrieve their 1099 consolidated brokerage statements.