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It’s Not Just About Tax Prep,
It’s About Office Workflow.

FREE CPE

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 are able to take on more clients—expanding their business and improving their bottom line.

In this webinar, discover how adding tax automation to your office workflow can streamline the 1040 tax preparation process. This will include:

  • Learning best practices for automating areas in your office
  • Reviewing best practices for scanning tax documents
  • Troubleshooting common tax-automation issues

The presenter will also provide a demonstration of GruntWorx.

Stop keying returns by hand; focus on providing real tax value to your clients.

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