About
Join our exclusive GruntWorx CONNECT Open Discussion tailored specifically for Drake Tax users! Connect with fellow tax professionals to share tips, ask questions, and explore best practices for maximizing your tax automation experience with GruntWorx. Get insights directly from the GruntWorx team, discover new ways to streamline your tax preparation workflow, and make the most of your Drake Tax and GruntWorx integration. Let’s chat about all things GruntWorx!
Agenda
  • Collaborate with peers: Share experiences, ask questions, and learn what’s working for other users
  • Optimize your workflow: Discover tips and best practices to streamline tax prep with GruntWorx
  • Get expert insight: Engage directly with the GruntWorx team for guidance, updates, and answers
Presenters
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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.
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Anthony Carcano
Customer Success & Support Lead, GruntWorx
Anthony Carcano is a customer support representative with many years of experience, offering high-quality service and extensive knowledge in the tax realm. He specializes in helping tax professionals navigate complex regulations and find practical solutions to minimize liabilities. Anthony has worked with a range of clients, providing support on tax-efficient strategies and staying up-to-date with the latest changes in technology to help optimize tax offices.
Reserve Your Spot
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