About
Get In. Get the Demo. Get Back to Your Day.

Introducing GruntWorx Streamlined — a new, power-packed 30-minute webinar series built for busy tax pros like you. Learn exactly how to integrate GruntWorx with your CCH Axcess software through a fast-paced, live demo with real workflows and real results.

Whether you're brand-new to GruntWorx or a seasoned user looking to optimize your process, this session will show you how to save time, reduce manual data entry, and streamline your entire tax prep workflow. Stick around for live Q&A at the end — or bounce, because it’s that efficient.

More Action. Maximum Impact.
Agenda
  • Overview of GruntWorx Solutions & Products
  • Live Demo of Submitting, Downloading & Importing into YOUR tax software
  • Question and Answer Session
Presenters
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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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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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