About
For small and mid-sized tax firms struggling with the annual tax season chaos of client communication, document chasing, and manual data entry.

The Liscio and GruntWorx solution is the Client-Powered Tax Workflow Automation Platform that eliminates bottlenecks by cutting admin time for organizers by 50% (Liscio) and reducing data entry by 50% (GruntWorx).

Unlike traditional portals and manual processes, we deliver a predictable, organized, and profitable tax season, allowing your team to work less overtime and love tax season again.

● Replace email with secure, two-way messaging
● Reduce administrative time for organizer completion by 50%
● Reduce data entry by 50% with GruntWorx
● Achieve 8x faster client response times
● See how guided tax returns increase client completion by 93%
● Use to ensure documents are complete and correctly classified

Register now to get the blueprint for transforming your tax season efficiency ROI, and confidence with every client interaction.
When
Thursday, January 8, 2026 · 1:00 p.m. Eastern Time (US & Canada) (GMT -5:00)
Presenters
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Chris Farrell
CEO and Co-founder, Liscio
Chris is passionate about productivity and building great teams. He is working on improving the communication and collaboration between professional firms and their clients.
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Brian Unger
Senior Technical Representative, GruntWorx, LLC
Brian is a 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
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Tax Software (if "Other" selected above)
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