1000 Tax Professionals Select Copanion GruntWorx to Save Time Preparing Tax Returns


GruntWorx improves productivity by automatically scanning, organizing, and bookmarking client tax documents

ANDOVER, Mass., Feb. 20 - Copanion, Inc., an innovator in tax document automation, today announced that 1,000 customers have selected GruntWorx(TM) to save time by automating the capture and classification of their clients' tax return documents. GruntWorx adoption is driven by the need for accountants and other tax professionals to increase productivity during tax season. The company has achieved this milestone only four months after launching the new product - clearly demonstrating that the Copanion solution delivers the capabilities, ease of use, and affordability that tax professionals need in a solution to scan and organize tax documents.

GruntWorx is a web-based application that automatically scans, identifies, organizes, and bookmarks tax documents with greater than 90 percent accuracy for as low as $1 per return. The Copanion solution converts stacks of paper and electronic tax documents into a single, consistently organized, bookmarked file that makes it easy to find tax data for faster data entry and review.

"The amount of time saved in processing client paperwork is amazing," said Liz Valliere of Stafford Advisors in Portland, Maine. "GruntWorx frees up time for client contact and actual tax preparation. And the price is very affordable."

GruntWorx features a simple intuitive interface so it fits easily into existing tax workflows. It is designed to be easy-to-use and affordable so firms of any size can leverage the solution.

"The browser-based user interface and underlying processes are straightforward and simple to incorporate into our own procedures," said Dana Greene, CPA.CITP and partner in Greene & Greene of Middlesboro, Kentucky.

"The product is quick to learn and easy to use," added Jim McLean, CPA and owner of McLean & Company, P.C. in Houston, Texas. "GruntWorx has definitely saved us time in setting up our source document files for preparing returns."

"We're really excited to see how quickly firms adopted GruntWorx to save time during tax season," said Steve Ladd, CEO of Copanion. "And the great customer feedback shows that sole practitioners, partners, and staff in different size firms value the increased productivity that GruntWorx delivers."

Copanion makes it easy to try GruntWorx with a no risk, free trial. Customers that register at Copanion.com can process unlimited client tax documents for 25 returns for free. Firms that are just getting ready to prepare individual 1040s can still use GruntWorx to scan, organize, and bookmark client tax documents this tax season. GruntWorx can be also be used after April 15th for preparing extensions. To learn more information about this offer, please visit the company's website, http://www.copanion.com/.

About Copanion

Copanion is a leading innovator in tax document automation. The company saves tax professionals hundreds of hours during tax season with accurate and secure web-based applications for automating client tax document organization, data entry and review. A privately held company, Copanion raised $6 million in its Series A financing from Commonwealth Capital Ventures and Pilot House Ventures.

For more information about Copanion, Inc., visit the company's website at http://www.copanion.com/.

Source: Copanion, Inc.

CONTACT:
Danielle Lee
+1-978-824-0110, ext. 517
dlee@copanion.com

or

Traci Massaro
+1-617-877-1293
tampublicrelations@comcast.net
both of Copanion, Inc.

Web site: http://www.copanion.com/

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