About
This Webinar will show you everything you need to know about using GruntWorx with UltraTax CS. Whether you are looking into using GruntWorx for the first time or have been using GruntWorx for years, this course is for you!
Agenda
  • Overview of GruntWorx Products
  • Review of LITE vs. VERIFIED Service
  • Live Demo of Submitting, Downloading & Importing into UltraTax CS
Presenters
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Brian Unger
Senior Account Executive, GruntWorx, LLC
Brian Unger is a Senior Account Executive at GruntWorx, LLC. Brian worked at a financial institution for 16 years before beginning his career with GruntWorx. He resides in Franklin, NC, with his wife and 2 daughters, where he enjoys being outside and weight training.
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Holly McKinney
Customer Success Manager
Holly is an accomplished professional with over a decade of experience at GruntWorx, where she has consistently delivered exceptional results in customer support, sales, and success management. As the Customer Success Manager, Holly leads initiatives to enhance client relationships, streamline workflows, and deliver tailored solutions that drive customer satisfaction and retention. She excels in fostering strong client partnerships and optimizing customer success strategies to meet evolving business needs.
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