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1040 Tax Preparation Automation: GruntWorx Demo


Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 10, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

It’s not just about tax prep; it’s about office workflow.

Tax automation systems are getting a lot of attention because they can improve efficiency and profitability. The formula is simple enough: firms that can prepare more returns can take on more clients — expanding their business and improving their bottom line.

In this webinar, learn how the 1040 tax preparation process can be streamlined and efficient to improve productivity by looking at your office workflow and following simple steps. Attendees will learn best practices for scanning clients' source documents and how to organize those documents in a timely manner. In addition, attendees will learn how to stop typing data into tax software and stop chasing the paper around the office instead of focusing valuable time on providing real tax value to clients.

Learning Objectives:

  • Identify best practices for automating areas in your office

  • Recognize best practices for scanning

  • Identify how to save time by eliminating manual organization and data entry—and the errors and headaches that come with it

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Holly McKinney

Sales and Support Representative
(877) 830-6059

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Holly McKinney is a Sales and Support Representative at GruntWorx, LLC. She started her career with GruntWorx in 2015 as a Data Validation Specialist and has grown through the company since. She lives in Franklin, North Carolina, and enjoys traveling and being a mom to a teenager.


Brian Unger

Account Executive
(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.