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Gruntworx automate

HOW TO AUTOMATE YOUR TAX PREPARATION PROCESS: DEMO

Available Date(s) Wednesday, November 29, 2017

Start Time
04:00PM EST

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 
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

"Enjoyed the seminar and the efficiency to be gained."

"Sara did a great job. The demo was invaluable!"

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

"Sara is a great presenter and the product seems to be what every 1040 preparer needs."

Sara Cavender

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

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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.nasbaregistry.org.

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