GruntWorx, a provider of automated tax document organization and data extraction solutions, announced Thursday the release of Modern Tax Workflow: Process, Automation and the Human Advantage, a new on‑demand course taught by tax thought leader and educator Jody Padar.
The program will be available June 22, 2026, at TheRadicalCPA.com.
The course gives tax and accounting professionals a practical, step‑by‑step framework for modernizing their tax workflow—from client document intake to review—using automation to eliminate bottlenecks and allow staff time for higher‑value work. Participants will learn how to diagnose inefficiencies, redesign outdated processes, and apply automation strategically using GruntWorx as the example of a digitized document workflow.
Key learning areas include:
- Why the Tax Workflow Is Broken: Identify the hidden inefficiencies caused by inconsistent processes, paper habits, and manual document handling.
- The Document Chaos Problem: Understand how disorganized client submissions drain capacity and how automated document organization solves the issue.
- Automation vs. AI vs. Humans: Learn where automation excels, where human review is essential, and how the two work together to reduce errors and improve accuracy.
- Designing a Modern Tax Workflow: Build a tech‑enabled workflow using specialized tools, including GruntWorx for document organization and data extraction to streamline preparation and review.
- Measuring the Impact: Calculate time saved, quantify ROI, and determine how reclaimed hours can be redeployed into advisory, client service, and staff well‑being.
“Tax firms don’t have a workflow problem, they have a design problem,” Jody Padar, CPA, known as “The Radical CPA,” said in a statement. “Most firms never intentionally built their tax process. This course shows them how to rethink it, fix it, and use automation to create consistency, capacity, and a better experience for both staff and clients.”
The program expands on GruntWorx’s long‑standing commitment to help firms reduce manual work and improve accuracy through an automation software solution. By pairing hands-on workflow exercises with real examples of GruntWorx document organization and data extraction, the course gives firms a clear path to modernizing their tax process.
“Firms know they’re wasting time on document sorting, data entry, and review, but they don’t always know how to fix it,” Julie Pierce, vice president and general manager of GruntWorx, said in a statement. “This course gives them a blueprint. We’re not just providing automation; we’re helping firms redesign their workflow so they can fully realize the benefits of the technology. By partnering with Jody Padar to provide this continuing professional education eligible resource, we are furthering our commitment to helping tax and accounting professionals future-proof their practices.
The course includes interactive exercises, workflow redesign templates, and a guided walk‑through of the full GruntWorx process. Participants can also run a test return through the system to see the impact firsthand.
For more information or to access the course on June 22, visit TheRadicalCPA.com. In addition, the course will be available to state CPA societies throughout the country. Contact your CPA society to see when the course will be available through them.
Photo caption: Jody Padar
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