Build Scalable Systems that Drive Higher Profits and Improve Quality of Life

Eliminate the tax season pressure cooker by shedding the weight of client demands, staff burnout, and costly overhead. In this session, Liscio and GruntWorx show how to drastically reduce these bottlenecks and build scalable, repeatable systems that reduce stress, improve visibility, and keep your team focused on high-value work.

● Save up to half of your time by eliminating back and forth with clients and chasing documents
● Automate delivery, reminders, and increase organizer completion by more than 60%
● Use GruntWorx to streamline document classification and prep
● Reduce reliance on seasonal staff with smarter workflows and AI-driven digital accounting assistants

If your firm hits a ceiling every busy season, it’s time to rethink your approach and act to save 50% or more of your time and capacity! This session will help you build a resilient, scalable operation that grows with you—not against you. Learn how to reduce overhead, protect your team’s bandwidth, and deliver consistent client results year-round.