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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
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.
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
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