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About This Webinar
This Webinar will show you everything you need to know about using GruntWorx with your Intuit Lacerte® 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 & Support Lead
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.
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
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