About
Join us for a Tax Season Recap specifically for Drake Tax users, where we take a step back from the rush of busy season to evaluate what actually worked—and what didn’t. We’ll break down real-world insights, highlight patterns we saw across the industry, and explore practical ways to improve efficiency, accuracy, and client experience moving forward. You’ll also get a closer look at how GruntWorx supported firms during peak season and how you can better leverage automation in your Drake Tax workflow next year. Whether you’re looking to refine your processes or make bigger operational improvements, this session will help you turn last season’s lessons into next season’s advantages.
When
Monday, May 4, 2026 · 1:00 p.m. Eastern Time (US & Canada) (GMT -4:00)
Agenda
  • Key wins from this tax season—and how to replicate them
  • Common challenges that slowed firms down
  • Workflow optimization tips to save time inside Drake Tax
  • Notable GruntWorx updates and how to take full advantage of them
  • Open discussion: hear what other firms experienced and share your own
  • Actionable steps to prepare now for a more efficient next tax season
Presenter
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Holly McKinney
Customer Support & Success Manager, GruntWorx
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.
Reserve Your Spot
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