About
Tax season doesn’t have to mean long nights, bottlenecks, and burnout. Accounting firms are rewriting the playbook, ditching outdated processes in favor of smarter, connected systems that do the heavy lifting.

In this webinar, see how firms are radically improving productivity by connecting Liscio, GruntWorx, and SmartVault to create a seamless, automated tax prep workflow. No fluff - just real strategies and tools that let your team focus on what matters most.

If you’re ready to reduce overtime, level up your efficiency, and take control of tax season, this session is for you.
Agenda
  • What a fully optimized, end-to-end tax workflow actually looks like in practice
  • Where firms lose the most time—and how automation can reclaim it
  • How to simplify document intake and build a secure, collaborative client experience
  • A clear roadmap for integrating your tools to get the most out of your tech stack
Presenters
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Chris Farrell
CEO and Co-founder, Liscio
Chris is passionate about productivity and building great teams. He is working on improving the communication and collaboration between professional firms and their clients.
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Alexandra Hayter
Director of Partner Marketing
Alexandra Hayter is Director of Partner Marketing at SmartVault, a leading provider of cloud-based document management and secure client portals. Alexandra is passionate about building strategic partnerships and integrations that help accounting firms streamline operations and deliver more value to their clients. With a strong background in marketing and collaboration, she works closely with SmartVault’s customers and partners to create impactful programs, webinars, and campaigns that drive growth and innovation across the accounting industry.
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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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GruntWorx _
Sales Team
*Advanced Automation Technology for 1040 workflow solutions
*Document Organization
*Automated 1040 & 1099-B Data Entry with compatible Tax Software
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