Liscio's GruntWorx integration streamlines tax document processing by allowing you to collect client documents for their tax return in Liscio, then seamlessly export them to GruntWorx for automated processing. This integration eliminates manual data entry and ensures all client files are organized and ready for tax preparation.
Key Benefits:
Collect client documents and tax information in one secure location with Liscio's Smart Tax Organizers
Export client documents to GruntWorx with one click
Reduce manual file transfers and data entry
Maintain client organization between both platforms
Streamline your tax preparation workflow
Setting Up the GruntWorx Integration
Prerequisites:
Admin access to your Liscio firm account
Active GruntWorx account with API access
GruntWorx API Key (found in your GruntWorx account settings)
Client IDs must match exactly between Liscio and GruntWorx for proper file routing
Connect GruntWorx to Liscio
In Liscio, select the ellipses (⋮) from the vertical menu on the left-hand side
Select Admin from the dropdown menu
Navigate to Integrations
Locate GruntWorx in the integrations list and select Connect to GruntWorx
You'll be prompted to enter your GruntWorx API Key
Getting Your GruntWorx API Key
Log in to your GruntWorx account
Navigate to Settings
Select the Connect tab
Copy the API Key displayed
Return to Liscio and paste the API Key into the integration setup
Select Connect to complete the integration
Note: Only firm administrators can set up integrations. Once connected, all firm users will be able to export client data to GruntWorx.
How to Use the GruntWorx Integration
Step 1: Client Document Collection in Liscio
Client Side:
Clients access their Liscio portal to complete their Smart Tax Organizer
Clients upload supporting documents (1099s, W-2s, receipts, etc.) directly in Liscio
All client activity is tracked and visible to the firm in real-time
Firm Side:
Monitor client progress through the Liscio dashboard
View uploaded documents and completed questionnaire responses
Verify all necessary documents are collected before export
Step 2: Export to GruntWorx
Navigate to the client's Smart Tax Organizer Request in Liscio
Review the collected documents and responses
When ready to process, select the ellipses to Export to GruntWorx
Liscio will process and transfer the supported client files to GruntWorx
A confirmation message will appear when the export is complete
Step 3: Processing in GruntWorx
Open your GruntWorx account
All uploaded documents will be available in the Liscio tab within the client's folder
Review documents and remove any files you don't want to process
Move desired files from the Liscio tab to the Client tab for processing
Select your desired processing features and click Submit
Note: If a client already exists in GruntWorx with the same Client ID, the system will move the files to the existing client record rather than creating a duplicate. Client IDs must match exactly between Liscio and GruntWorx for proper file routing.