Build Scalable Systems That Don’t Break Under Pressure

Tax season shouldn’t feel like a pressure cooker. Yet many firms buckle under the weight of client demands, staff burnout, and costly overhead. In this session, Liscio and GruntWorx show how to build scalable, repeatable systems that reduce stress, improve visibility, and keep your team focused on high-value work.

● Monitor client progress in real time
● Automate delivery, reminders, and organizer completion
● Use GruntWorx to streamline document classification and prep
● Reduce reliance on seasonal staff with smarter workflows

If your firm hits a ceiling every busy season, it’s time to rethink your infrastructure. This session will help you build a resilient, scalable operation that grows with you—not against you. Learn how to reduce overhead, protect your team’s bandwidth, and deliver consistent client results year-round.