Copanion launches new release of GruntWorx

Copanion, Inc., a provider of paperless tax workflow technology, recently announced the new release of GruntWorx. Rich with new and improved features, the current release further supports a true paperless tax workflow and further heightens ease of use.

The application's newly enhanced interface offers users even more control over their clients and the clients' data - all within a sleek and easy-to-navigate solution. Improved functionality supports updated rights management options, extended report creation, expanded document capacity, and much more.

"The new release of GruntWorx demonstrates our ongoing commitment to delivering a paperless tax workflow solution that is highly efficient, powerful, and easy to use. The improved interface enhances searching and filtering functionality to allow for easy identification of clients and the status of the client's job. We've also added a Client Details page for each client, which gives users greater control over client data," said Ed Jennings, Copanion CEO.

Key enhancements for the 2010 tax year include:

  • Simplified, Intuitive User Interface - Supports exceptional ease of use and allows for more rapid adoption across a firm.
  • Expanded Rights Management - Offers the option to have multiple administrators and multiple accounts within a firm. Users can be assigned access to all clients for all accounts or only to specific clients within specific accounts.
  • Extended Reporting Options - Supports detailed reporting across offices, preparers, and clients for extended visibility on system use.
  • Expanded Document Capacity - Allows users to add up to 10 documents per client and files up to 50 MB in size.
  • Faster Performance across multiple offices and hundreds of thousands of clients.

In addition to these key enhancements, Copanion now offers special discounts to GruntWorx users for Tic, Tie & Calculate (TTC) - a leading Adobe Acrobat plug-in designed for accountants. TTC allows professionals to prepare workpapers in a digital environment the same way they did using paper. A few features of TTC include: hyperlinked cross references, customizable tick marks, digital calculate tapes, automated bookmarking and repagination, and page sign-offs.

"By consistently improving the technology, we continue to differentiate GruntWorx from other paperless tax workflow applications," said Jennings. "This current release is important because it represents years of collecting real information from clients and applying their feedback to improve the system. Having processed millions of forms and having helped thousands of firms automate their tax process has enabled us to consistently fine tune GruntWorx and provide the profession with the clear leader in paperless tax workflow solutions."

Copanion's GruntWorx provides the highest level of accuracy across the broadest range of forms, is being used by leading firms across the country, and is an AICPA Trusted Business Advisor solution.

About Copanion:

Copanion is the leader in paperless tax workflow technology--providing a comprehensive and integrated family of web-based products that automate client tax document retrieval, organization, data entry, and review. The GruntWorx family of products has been in use for multiple tax seasons by thousands of accounting professionals--from sole practitioners to those working in large regional firms and the Big 4. GruntWorx is the product of choice for tax professionals - with more than 4 million processed tax forms this past tax season. To date, Copanion products have earned multiple accolades, including back-to-back Technology Innovation Awards (2008 & 2009) and a Readers' Choice Award from The CPA Technology Advisor, Accounting Today's Top 100 Ones to Watch, and a K2 Annual Quality Award.


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