Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
Share This Webinar
About This Webinar
This Webinar will show you everything you need to know about using GruntWorx with your tax software. Whether you are looking into using GruntWorx for the first time or have been using GruntWorx for years, this course is for you!
Agenda
- Overview of GruntWorx Products
- Review of LITE vs. VERIFIED Service
- Live Demo of Submitting, Downloading & Importing into YOUR tax software
Language:
English
Who can attend? Everyone
Featured Presenters
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.
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.
Customer Success Manager
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.
Sales Team
*Advanced Automation Technology for 1040 workflow solutions
*Document Organization
*Automated 1040 & 1099-B Data Entry with compatible Tax Software
*Document Organization
*Automated 1040 & 1099-B Data Entry with compatible Tax Software
Hosted By
