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5 Steps to Automate Your Tax Preparation Process

5 STEPS TO AUTOMATE YOUR TAX PREPARATION PROCESS

This webinar was formerly titled HOW TO AUTOMATE YOUR TAX PREPARATION PROCESS IN 5 EASY STEPS
Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 27, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Series: Taxes
Course Description

Find out how to start automating the time-consuming tasks of 1040 tax preparation in 5 steps. 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

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

  • Learn how the tax preparation process can be streamlined and efficient for more profitability and productivity

  • Demo

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Sara Cavender is an account executive at GruntWorx, LLC. She received her bachelor’s in communications with a minor in marketing from Western Carolina University before going into sales and service for large enterprise size accounts for about five years. She lives in Franklin, NC, with her husband and four-year-old son, where she has continued her sales career at GruntWorx, LLC.

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Brian Unger

GruntWorx
Account Executive
brian.unger@gruntworx.com
(877) 830-6059

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Brian Unger is an account executive at GruntWorx, LLC. Brian worked at a financial institution for 16 years before beginning his career with GruntWorx. Brian is currently attending Western Carolina University to pursue his degree in Business Administration & Law. He resides in Franklin, NC with his wife and his 2 daughters where he enjoys being outside and working out.

About Our Presenter

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Gruntworx provides a comprehensive and integrated family of web-based products that automate client organization and data entry. GruntWorx tax automation and organization technology eliminates the tedium of manually converting paper documents to digital files by automating data entry and source file organization from directly within most tax software.