Lael Taxes

Lael Taxes was founded by Christina Lael while she was attending law school a little over six years ago. As the sole employee and proprietor, she serves between eighty and ninety clients who are primarily investors and military. As you might expect, being the only person working at her office meant finding efficiency solutions to help streamline the tax preparation process. “I had been looking into workflow solutions when I received a Drake Software email advertising a GruntWorx webinar,” said Christina. “The presenter explained everything and, it turns out, the whole process is just as easy as it looked during the presentation.” Using GruntWorx is simple, Christina explains: “I just scan everything in and it’s automatically populated in Drake and organized for me. The organized PDF is a wonderful bonus to send to my clients.” After using Organize, Populate, and Trades, Christina concludes, “GruntWorx makes tax preparation so much easier; I’m able to focus on analysis instead of data entry. Plus, I’m so much more confident that the information has been entered correctly due to GruntWorx’s human validation team.”