Tax Season, Rebuilt: How Accounting Firms Are Winning with Workflow Automation

In this webinar, we showed how firms are radically improving productivity by connecting Liscio, GruntWorx, and SmartVault to create seamless, automated tax prep workflows. 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.

You will learn:

• 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