General Questions
Q: Do I need special permissions to use the GruntWorx integration? Firm Admin need to set up the initial connection. Once connected, all firm users can export client data to GruntWorx.
Q: How long does the export process take? Export time depends on the number and size of documents. Most exports complete within minutes.
Q: Can I export the same client multiple times? Yes, you can export additional documents for the same client. GruntWorx will add new files to the existing client record.
Q: What if I use GruntWorx through Drake Tax? Can I still use the Liscio + GruntWorx integration?
The Liscio + GruntWorx integration is not available when using GruntWorx through Drake Tax. Drake users submit and receive documents entirely within the Drake software and do not access the GruntWorx dashboard.
Drake Tax users looking for help with document organization can still use the GruntWorx cloud-based web portal to manually import documents from Liscio into the ORGANIZE service and generate digital workpapers.
Setup Questions
Q: Where do I find my GruntWorx API Key? Log in to GruntWorx, go to Settings > Connect tab, and copy the API Key displayed.
Q: What if I can't find the Connect tab in GruntWorx? Contact your GruntWorx administrator to ensure you have API access permissions.
Usage Questions
Q: What happens if a client already exists in GruntWorx? The system will add the new documents to the existing client record rather than creating a duplicate. Note: The Client ID must match exactly between Liscio and GruntWorx for files to be exported to the correct client.
Q: Can clients see their documents in GruntWorx? No, clients only interact with Liscio. GruntWorx is used by the accounting firm for processing.
Q: What document formats are supported? The integration supports all standard document formats accepted by both Liscio and GruntWorx, including PDF, JPG, PNG, and common office document formats.