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.
Simply direct your clients to a password-protected, individually-customized GruntWorx Gather interface where they can enter the login credentials to their online accounts. GruntWorx Gather will automatically retrieve posted 1099 consolidated brokerage statements as they become available and deliver them directly to your GruntWorx account for processing with GruntWorx Populate or GruntWorx Organize.
Clients can also use this interface to upload electronic copies of their source documents. GruntWorx Gather makes it easy for clients to scan and upload hard copies of their tax forms—or post digital copies provided by issuers not supported with Gather integration.