Modern Tax Workflow: Process, Automation & the Human Advantage

How Firms Fix Broken Workflows with GruntWorx®

If your tax season still runs on chasing documents and re-keying data, this course is for you.

Modern Tax Workflow gives tax professionals a clear, practical framework for redesigning how work moves through their firm. You'll learn where automation, AI, and human judgment each belong — and what changes when you finally get it right.

What's covered:

• Why the tax workflow is broken — and where it  breaks first
• The document chaos problem and its real cost to your firm
• Automation vs. AI vs. humans: what each does well
• How to design a modern tax workflow from the ground up
• What happens when you fix the workflow

Sign up now to receive and email reminder when it’s live on July 6.