Webinar: Automate Tax Prep. Simplify Compliance. by GruntWorx

Automate Tax Prep. Simplify Compliance.

About

Accounting and tax firms are being asked to do more with fewer people, without piling on more technology headaches or manual work. This 50-minute conversation brings Verito and GruntWorx together, skipping the usual back-to-back product pitches, to answer the question every firm owner is asking: how do you build a more secure, efficient and scalable practice?

Attendees will see how a secure, reliable technology environment (hosting, IT and compliance from Verito) and automated document processing (from GruntWorx) work together in practice, including a live walkthrough using a realistic firm scenario and a live audience Q&A.

When

Thursday, October 22, 2026 · 1:00 p.m. Eastern Time (US & Canada) (GMT -4:00)

Agenda

How to build a secure technology environment, meeting IRS and FTC requirements, without adding overhead your team has to manage
Where firms lose the most time to manual document processing, data entry and review, and how automation removes it
A live look at infrastructure and workflow automation together, using a realistic firm scenario ("ABC Tax & Accounting")
Three things firm owners should evaluate when scaling their technology and tax workflow together
Live Q&A with presenters from both Verito and GruntWorx

Presenters

Jatin Narang

Founder and CEO, Verito

Jatin Narang is the founder and CEO of Verito. He is a Microsoft Certified Systems Engineer and a Forbes Technology Council member with over two decades of experience in IT service delivery for tax and accounting firms.

Camren Majors

Cofounder and Chief Revenue Officer, Verito

Camren Majors is cofounder and Chief Revenue Officer of Verito, a cloud hosting and managed IT company built exclusively for tax and accounting firms. He has presented for NATP, NAEA, and NSA.

Brian Unger

Senior Technical Representative, GruntWorx, LLC

Brian is the 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.

Reserve Your Spot

Full name*

Email Address*

Phone*

Job Role*

Company Name *

State*

Firm Size*

Tax Software*

Tax Software

(If you selected "Other" above.)

# of Annual 1040s*

Enter the number of 1040s your firm processes annually.

# of Annual K-1s*

Enter the number of K-1s your firm processes annually.

Are you a current (or previous) GruntWorx customer?*

Yes