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1040 Tax Preparation Automation: GruntWorx Demo


Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 14, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

It’s not just about tax prep; it’s about office workflow.

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 can take on more clients — expanding their business and improving their bottom line.

In this webinar, learn how the 1040 tax preparation process can be streamlined and efficient to improve productivity by looking at your office workflow and following simple steps. Attendees will learn best practices for scanning clients' source documents and how to organize those documents in a timely manner. In addition, attendees will learn how to stop typing data into tax software and stop chasing the paper around the office instead of focusing valuable time on providing real tax value to clients.

Learning Objectives:

  • Identify best practices on automating areas in your office

  • Recognize best practices for scanning

  • Identify how to save time by eliminating manual organization and data entry—and the errors and headaches that come with it

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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.

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.