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Gruntworx automate

HOW TO AUTOMATE YOUR TAX PREPARATION PROCESS: DEMO

Available Date(s)
Friday, November 09, 2018: 2:00PM EST
Tuesday, November 27, 2018: 2:00PM EST
Thursday, December 06, 2018: 2:00PM EST
Tuesday, December 18, 2018: 2:00PM EST

Cost Free   CPE Credits 1.0 hour   Subject Area Taxes  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
Other 
Series: Taxes 
Course Description

Have you ever run out of time trying to find additional help or implement new software during tax season? 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

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 about 5 years. She lives in Franklin NC with her husband and 4 year old son where she has continued 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

CPAacademy.org (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.

CPAacademy.org 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.