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Gruntworx automate


Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Other
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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

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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.

Additional Materials
Webinar FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides

NASBA Approved (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.