Cut Communication Chaos and Uplevel the Client Experience

Poor communication is the silent killer of tax season efficiency. Missed emails, unclear instructions, and slow response times lead to frustration and delays. In this final session, Liscio and GruntWorx demonstrate how guided workflows, secure messaging, and smart document handling can transform the client experience—and your firm’s reputation.

● Replace email with secure, two-way messaging
● Achieve 8x faster client response times
● See how guided tax returns increase client completion by 93%
● Use GruntWorx to ensure documents are complete and correctly classified

Client experience isn’t just a soft metric—it’s a competitive advantage. This session will show you how to deliver clarity, speed, and confidence to every client interaction. If you’re ready to turn communication chaos into a streamlined journey that drives retention and referrals, this is your roadmap.