How Smart Automation and Seamless Workflows Help You Reclaim Time

Tax season exposes every inefficiency in a firm’s workflow—and the cost is steep. From email chaos to scattered file requests, outdated tools are slowing down teams and frustrating clients. In this kickoff session, Liscio and GruntWorx reveal how smart automation and integrated platforms can eliminate friction, reduce manual work, and create a seamless experience for both staff and clients.

● Reduce manual follow-ups by 80%
● Achieve zero inbox with smart routing and messaging
● Consolidate client communication into one secure platform
● Automate document intake and prep with GruntWorx integrations

If your firm is still relying on email threads and manual reminders, it’s time to upgrade. This session will show you how to reclaim hours of lost time, improve client responsiveness, and build a foundation for scalable success. Join us to see how Liscio and GruntWorx work together to turn chaos into clarity.