About
The GruntWorx K-1 ADVANCED Live Lab is an interactive, open Q&A session designed to show how K-1 ADVANCED works in real-world scenarios. This live, on-screen session goes beyond a traditional demo—questions are answered directly inside the software using real examples, workflows, and use cases submitted by attendees.

Participants will see how large volumes of K-1 and K-3 data are aggregated, extracted, reviewed, and exported, including complex allocations, footnotes, and multi-state details. The session focuses on practical application: how firms are using K-1 ADVANCED to reduce manual effort, accelerate turnaround time, and create structured, review-ready outputs for compliance, analysis, and downstream systems.

Whether you are evaluating K-1 ADVANCED or already using it in practice, the Live Lab offers a direct look at how to handle real K-1 challenges efficiently—live, unscripted, and driven by your questions.
Agenda
  • Live, In-Software Q&A
  • Real-World K-1 & K-3 Workflows
  • Practical Tips & Best Practices
Presenters
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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.
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Danielle Tewes, CPA
Senior VP of Client Enablement, K1x
Danielle is a tax transformation leader and currently Senior Vice President of Strategic Accounts at K1x. In addition to her role on the K1x Senior Leadership Team, she provides strategic leadership to some of the largest organizations in the US to help drive transformation efforts in tax compliance. Danielle’s public accounting, tax & tax tech background provides a unique skillset to help clients realize significant value.
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Tara McWhite
Senior Product Support Specialist, K1x
K1X, Inc. benefits from a customer-focused approach in SaaS support, leveraging over 10 years of experience to improve processes and enhance user satisfaction. Collaborating with teams, efforts are directed toward optimizing workflows and driving measurable outcomes that align with organizational goals. Motivated by delivering impactful solutions, current work prioritizes end-user adoption and seamless customer support in a fast-paced SaaS environment.
Register To Watch Recording
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