Content Provider
Gruntworx_logo

Sponsored by
Cpawebengagelogo
Self-Study CPE
REDUCING PERSONAL RISK: A TRUSTEE'S GUIDE TO HANDLING DUTIES OF CARE
View Details/Register
CITRIX SHAREFILE DEMO: THE SIMPLE, SECURE DOCUMENT MNGT SYSTEM FOR YOUR FIRM
View Details/Register
GUSTO DEMO: THE SMALL BUSINESS SOLUTION FOR PAYROLL, BENEFITS, AND WORKERS' COMP
View Details/Register
HEALTH BENEFITS DONE RIGHT: HEALTH INSURANCE AND THE ROLE OF PAYROLL
View Details/Register
THE EXPANDING ROLE OF THE CPA: FINDING TOOLS & LENDING SOLUTIONS - WHITEPAPER
View Details/Register
FRESHBOOKS: COMPLETE PRODUCT DEMONSTRATION
View Details/Register
REASONABLE COMPENSATION REPORTS SOFTWARE DEMO
View Details/Register
ESTATE PLANNING BOOTCAMP: THE BASICS OF ESTATE PLANNING FOR NON-LAWYERS
View Details/Register
STREAMLINED WORKFLOW & BEST PRACTICES FOR VIRTUAL BOOKKEEPERS
View Details/Register
SOLVE YOUR CLIENTS' THREE BIGGEST HEADACHES USING TSHEETS + XERO
View Details/Register
Gruntworx_automate

HOW TO AUTOMATE YOUR TAX PREPARATION PROCESS: DEMO

Cost Free   CPE Credits 1.0 hour   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend?CPA - small firm
CPA - medium firm
Other 
Integrates withLacerte, Drake Tax Software, GoSystem Tax RS, UltraTax CS, ProSytem fx 
Course Description

Tax season is upon us and maybe you’ve run out of time trying to find additional help or implement new software but it’s not too late to find out how to start automating the time consuming tasks of 1040 tax preparation. GruntWorx is a tax automation and organization service that’s completely web-based, allowing you to be up and running in minutes. Find out how you can stop typing data into your tax software and stop chasing the paper in your office and instead focus your time on providing real tax value to your clients.

Learning Objectives

  • Learn how to reduce the time consuming process of organizing the shoebox of client source documents

  • See how to eliminate data entry with accurate data extraction and insertion into the leading tax preparation software packages

  • Save hours and even days of data entry by transforming trade details off of scanned brokerage statement directly into your tax software

  • Understand how to achieve the highest level of accuracy in a tax automation system without going offshore

Testimonials

"The presenter was extremely knowledgeable on the product and demonstrated how easy the product is to use."

"How did I live without this product? Anyone who does taxes should take this webinar - you won't regret it."

"Sara is a very knowledgeable and effective presenter."

"It's great to know that there's such a powerful tool to simplify tax prep when you need it most!"

"Enjoyed learning about new software programs and the capabilities!"

"Sara was great! She was clear and covered all of the material in the time allotted and answered all of the questions asked. I learned a lot that will be very helpful."

Sara Cavender

GruntWorx
Executive
sara.cavender@gruntworx.com
(603) 601-8066 x 566

Gruntworx_logo

Sara Cavender is an account executive at GruntWorx, LLC. She received her Bachelors in Communications with a minor in Marketing from Western Carolina University before going into sales and service for large enterprise size accounts for the last 5 years. She recently moved to Franklin NC with her husband and 21 month old son to be closer to family and continue her sales career at GruntWorx, LLC.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211

About our sponsor
Cpawebengagelogo

At CPAacademy, we believe in the utilization of free live online education to support our clients in maximizing exposure and selling their professional services. As the accounting industry’s most innovative independent source for online education, the strength of CPAacademy.org comes from our community of presenters and sponsors.