Scaling Smart with Automation and AI-Powered Tax Tools

Every minute wasted chasing documents or manually prepping files is a hit to your bottom line. In this session, we’ll explore how Liscio’s AI assistant and GruntWorx’s automation tools help firms do more with less—serving more clients, reducing overhead, and improving turnaround without sacrificing quality.

● Use AI to write, route, and rename files automatically
● Securely deliver and collect signatures for forms like 8879
● Double client capacity with the same team
● Reduce prep time and errors with GruntWorx’s intelligent document processing

Profitability doesn’t come from working harder—it comes from working smarter. This session will equip you with the tools and strategies to plug profit leaks, boost productivity, and scale your firm sustainably. If you’re ready to stop the bleeding and start building margin into your workflow, this is your blueprint.