GruntWorx, a maker of automation solutions for tax professionals, has added new integration with Liscio, a client experience platform built for accounting firms. This strategic partnership bridges the gap between client communication and tax workflow, empowering firms to automate more and communicate better—without compromising security or speed.
With this integration, documents uploaded by clients in Liscio can now flow directly into GruntWorx’s automation suite where they are intelligently sorted, verified, and prepared for tax processing. This eliminates the need for manual downloads, reduces errors, and accelerates turnaround times during peak season.
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“This integration is a breakthrough for firms that want to deliver a frictionless client experience while optimizing internal operations,” said Julie Pierce, vice president and general manager at GruntWorx. “By connecting Liscio’s secure communication tools with GruntWorx’s automation engine, firms can reclaim valuable time and deliver faster, more accurate results to clients.”
Key benefits of the integration include:
- Direct transfer of client documents from Liscio into GruntWorx.
- Elimination of manual document handling and data entry.
- Faster prep times and reduced review burden.
- Enhanced security and compliance through encrypted workflows.
- Scalable automation for firms handling high-volume returns.
GruntWorx’s automation tools have already helped thousands of firms reduce labor costs and improve operational efficiency. With Liscio now added to its list of supported platforms, GruntWorx continues to expand its ecosystem of integrations that support modern, client-centric accounting practices.
The integration is available immediately to all mutual customers. Firms interested in activating the integration or seeing it in action can schedule a live demo or access on-demand walkthroughs via the GruntWorx website.
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