How to Automate Your Tax Preparation Process (ACPR)


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Discussion Leader
Sara Cavender

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How to Automate Your Tax Preparation Process (ACPR)

Customer Rating

Field of Study

Taxes

Level

Basic

Credits

1

Qualifies For

CPE

Overview

Have you ever run out of time trying to find additional help or implement new software during tax season? Find out how to start automating the time-consuming tasks of 1040 tax preparation. GruntWorx is a tax automation and organization service that’s completely web-based, allowing you to be up and running in minutes. Find out how you can stop typing data into your tax software and stop chasing the paper in your office and, instead, focus your time on providing real tax value to your clients.

Major Topics

  • The do’s and don’ts of going paperless
  • Proper scanning procedures
  • Who is GruntWorx?
  • Demonstration

Learning Objectives

  • Reduce the time-consuming process of organizing the shoebox of client source documents
  • Eliminate data entry with accurate data extraction and insertion into the leading tax preparation software packages
  • Save hours and even days of data entry by transforming trade details off of scanned brokerage statements directly into your tax software
  • Understand how to achieve the highest level of accuracy in a tax automation system without going offshore

Designed For

CPAs, return preparers, and tax professionals

Prerequisite

None

Advanced Preparation

None


'
Discussion Leader
Sara Cavender

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