GruntWorx

06/03/2026

Your workflow is only as strong as your document intake.
If you want next season to run smoother, start by eliminating document chaos with ORGANIZE.

Cleaner inputs → faster prep → fewer review bottlenecks.

See how ORGANIZE transforms intake:
https://www.gruntworx.com/features/organize.php

06/02/2026

Want to cut an hour off every return next season?
Standardize your workflow now.

Firms that run every return through ORGANIZE + POPULATE see fewer errors, faster prep, and cleaner reviews.

Explore ORGANIZE + POPULATE:
https://www.gruntworx.com/features/organize.php

06/02/2026

If your firm is still relying on manual data entry and ad‑hoc workflows, you’re carrying unnecessary weight into every tax season.

This webinar shows you how to put it down.
Join us for From Burnout to Breakthrough, where we’ll walk through how firms are combining GruntWorx automation with Financial Cents workflow structure to create capacity without adding headcount.

You’ll see how to:
• Free up your team with AI‑enhanced OCR
• Standardize your workflow for predictable quality
• Reduce rework and stop work from boomeranging
• Shift your time toward advisory and higher‑value engagements

Thursday, June 4 at 2:30 p.m. ET
With Jenna Rodriguez, CPA & Brian Unger

Register here: https://www.bigmarker.com/gruntworx/from-burnout-to-breakthrough-rethinking-your-tax-workflow?utm_id=charismaink

06/01/2026

Holly McKinney shares how firms are shifting work down the pay scale, reducing burnout, and giving preparers more time for complex returns using automation.

Watch Holly on Moving the Needle:
https://youtu.be/rgG_6BMzKVQ?si=G03rBSCNS918D2jN

05/29/2026

Imagine going into next tax season with fewer late nights, fewer bottlenecks, and fewer “Where’s that document?” moments.
Automation gives you back your time and your weekends.

Explore GruntWorx Solutions:
https://www.gruntworx.com/solutions/solutions.php

05/29/2026

Manual data entry is still the biggest bottleneck in tax prep and it’s the easiest one to eliminate.

With GruntWorx + CCH Axcess, even non‑tax staff can submit jobs, freeing your preparers to focus on accuracy and client conversations.

Watch the CCH Axcess CONNECT webinar:
https://www.bigmarker.com/gruntworx/gruntworx-connect-for-cch-axcess-users

Join our exclusive GruntWorx Open Discussion tailored for Lacerte® users! Connect with fellow tax professionals to share tips, ask questions, and explore best practices for maximizing your tax automation experience with GruntWorx. Get insights directly from the GruntWorx team, discover new ways to ...

05/28/2026

Tax season may be over, but the burnout hasn’t gone anywhere. Hiring is harder, workloads keep growing, and quality issues keep work circling back to you.
It doesn’t have to stay this way.

Join and for From Burnout to Breakthrough: Rethinking Your Tax Workflow, where we’ll show how firms are breaking the cycle with AI‑powered document processing + structured workflows.

You’ll learn how to:
• Identify workflow gaps that create stress
• Remove prep bottlenecks with AI + human‑reviewed OCR
• Build a workflow that runs without constant oversight
• Turn saved time into advisory and higher‑value work

Thursday, June 4 at 2:30 p.m. ET
Featuring Jenna Rodriguez, CPA & Brian Unger

Save your seat: https://www.bigmarker.com/gruntworx/from-burnout-to-breakthrough-rethinking-your-tax-workflow?utm_id=charismaink

05/27/2026

If you want next year’s tax season to feel different, your workflow has to change now, not in January.

Firms using POPULATE are already reducing manual entry, cutting rework, and building a more predictable review process.

See POPULATE in action:
https://www.gruntworx.com/features/populate.php

05/26/2026

The fastest way to reduce review time next season?
Start with clean, consistent workpapers every single time.

ORGANIZE turns messy PDFs into bookmarked, searchable, standardized files, giving your team a head start before prep even begins.

Explore ORGANIZE:
https://www.gruntworx.com/features/organize.php

05/25/2026

“Automation isn’t just about speed, it’s about freeing your highest‑value people to do their highest‑value work.”

As firms look ahead to next tax season, the smartest teams are already shifting manual tasks off their preparers’ plates and building workflows that scale.

Explore how GruntWorx CORE and GruntWorx PREMIUM fit into your strategy for next year.

See how firms are preparing now:
https://www.gruntworx.com/solutions/solutions.php