About
This Webinar will show you everything you need to know about using GruntWorx with Drake Tax. Whether you are looking into using GruntWorx for the first time or have been using GruntWorx for years, this course is for you!
Agenda
  • Overview of GruntWorx Products
  • Review of LITE vs. VERIFIED Service
  • Live Demo of Submitting, Downloading & Importing into Drake Tax
Presenters
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Anthony Carcano
GruntWorx Customer Support Expert
Anthony Carcano is a customer support representative with many years of experience, offering high-quality service and extensive knowledge in the tax realm. He specializes in helping tax professionals navigate complex regulations and find practical solutions to minimize liabilities. Anthony has worked with a range of clients, providing support on tax-efficient strategies and staying up-to-date with the latest changes in technology to help optimize tax offices.
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Holly McKinney
Customer Success Manager
Holly is an accomplished professional with over a decade of experience at GruntWorx, where she has consistently delivered exceptional results in customer support, sales, and success management. As the Customer Success Manager, Holly leads initiatives to enhance client relationships, streamline workflows, and deliver tailored solutions that drive customer satisfaction and retention. She excels in fostering strong client partnerships and optimizing customer success strategies to meet evolving business needs.
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Brian Unger
Senior Technical Representative, GruntWorx, LLC
Brian is a Senior Technical Representative at GruntWorx, LLC. Prior to joining GruntWorx, Brian spent 16 years in the financial services industry, where he developed a strong foundation in operational efficiency skills that have contributed to his continued success in supporting GruntWorx.
With over eight years of experience helping clients maximize the value of the company’s automation solutions.
He plays a key role in educating users, and helping firms seamlessly adopt and integrate GruntWorx solutions into their workflows.
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