About
With so much AI hype surrounding tax preparation, how can your firm identify what will actually help this tax season?

Join Chris Farrell of Liscio and Brian Unger of GruntWorx for What Actually Works: Proven vs. Hype This Tax Season. See how secure client collaboration and proven automation can reduce document chasing and manual data entry while keeping your team in control of the return.

Through a live workflow demonstration, discover how Liscio helps firms gather client documents securely, identify missing items, and send documents to GruntWorx for processing. See how GruntWorx combines AI-enhanced document processing with U.S.-based expert verification available through GruntWorx PREMIUM to deliver organized workpapers and automated data population into supported tax software.

Get practical ideas for reducing administrative work, protecting client information, and increasing capacity with your existing team. Bring your questions for the live Q&A.
Agenda
  • Client expectations and firm costs: How document chasing and administrative work affect efficiency and the client experience.
  • Secure document gathering: Simplifying client submissions and identifying missing documents before preparation begins.
  • Proven tax data automation: AI-enhanced document processing, organized workpapers, and U.S.-based expert verification with GruntWorx PREMIUM.
  • Live workflow demonstration: Follow the process from Liscio’s client organizer and document collection through GruntWorx processing and population into supported tax software.
  • Webinar offers and live Q&A: Explore next steps and get answers from both teams.
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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Brian Unger
Senior Technical Representative, GruntWorx, LLC
Brian is the 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.
Reserve Your Spot
Full name*
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Tax Software*
Tax Software
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# of Annual 1040s*
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# of Annual K-1s*
Enter the number of K-1s your firm processes annually.
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