Webinar: From Burnout to Breakthrough: Rethinking Your Tax Workflow by GruntWorx

From Burnout to Breakthrough: Rethinking Your Tax Workflow

About

Tax season may be over, but for many firms the pressure hasn’t let up. Hiring is harder than ever, teams are stretched thin, and inconsistent quality keeps work circling back to you, making it difficult to step away with confidence. In this session, you’ll see how firms are moving from burnout to real control by combining AI-powered document processing and human-reviewed OCR from GruntWorx with structured workflows and collaboration in Financial Cents. More importantly, you’ll see how to turn the time you save into higher-value work, shifting into advisory services, taking on better clients, and growing revenue without adding more hours or headcount.

When

Thursday, June 4, 2026 · 2:30 p.m. Eastern Time (US & Canada) (GMT -4:00)

Agenda

Identify where your tax workflows create stress and let revenue slip through the cracks
Understand how AI + human-reviewed OCR removes prep bottlenecks and frees up capacity
Design a workflow that runs without constant oversight and supports a sustainable tax season
Create a plan to turn freed-up time into advisory services and higher-value engagements

Presenters

Jenna Rodriguez, CPA

Owner

Jenna Rodriguez, CPA, is the Owner of Approachable Accountants, PLLC dba Pedante and Company in West Chester, Pennsylvania, with more than 20 years in public accounting, earning her CPA license in 2023 while working full time and attending school at night. Passionate about education and workflow improvement, Jenna helps clients better manage their finances while leading her firm’s continued evolution of workflows and automation as a Financial Cents user and member of the Workflow Champions Community.

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*

Company Name *

Phone*

State*

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