Independence Tax Service, LLC Adopts Drake’s GruntWorx Software

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Integration of GruntWorx Adds Efficiency Gains Through Office Automation at ITS, LLC.

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"GruntWorx allows us to rapidly expand our tax preparation services with cutting-edge document automation technology without requiring additional overhead." Michael Surden, EA, Tax Director

Independence Tax Service, LLC, a leading provider of tax return preparation to Bucks and Montgomery County individual and small business clients, today announced the addition of Drake Enterprises’ GruntWorx advanced SaaS-based paperless workflow system into the integrated tax return processing already in place at the firm.

By identifying, organizing, and labeling scanned tax forms into a single bookmarked PDF file the data can be seamlessly imported into tax preparation software for automatic population of the tax return. Scanned data can also be loaded directly into a spreadsheet for use in other applications or for analysis.

“The integration of GruntWorx into our workflow is an important move for ITS,” stated Michael Surden, EA, Tax Director at Independence Tax Service, LLC. “This allows us to rapidly expand our services with cutting-edge document automation technology but without requiring additional overhead. This enables us to provide a more rapid tax preparation turnaround, deliver extremely high accuracy rates and meet ever more stringent IRS reporting requirements without the need to pass on additional expense to the client.”
About Independence Tax Service, LLC.

For over 25 years the principals of Independence Tax Service, LLC have been committed to providing quality and cost effective tax preparation services to their individual and small business clients located primarily in Bucks and Montgomery Counties in Pennsylvania. Independence Tax Service, LLC has accomplished this through ongoing continuing education to stay abreast of the ever changing regulatory environment and through the aggressive integration of technology to provide operational efficiencies in the tax preparation process.

About Drake Software
For 34 years, Drake Software has been committed to providing tax professionals the tools they need to build their businesses and attract new clients. Drake maintains a steady focus on value, consistent excellence in federal and state programming, and free electronic filing. In addition to tax preparation software, Drake offers real-time web reporting, preparer websites, free online tax research, free bank product software, and free state software for all states.

About GruntWorx
GruntWorx 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. GruntWorx is the product of choice for tax professionals—with more than 4 million processed tax forms this past tax season. To date, GruntWorx 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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A. Rhodes Wilson, MBA, EA
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