EVENT DESCRIPTION
Join us for a lunch-and-learn introducing GrabDocs, MSATP's newest member benefit and an AI-powered document automation platform built for tax and accounting professionals. In this session, you'll see how GrabDocs helps firms capture documents from mobile, email, and the web; securely collect files from clients through share links (no client account required); use AI to find and extract exactly what you need; and manage intake checklists, e-signatures, and related workflows all in one place. We'll also walk through the exclusive MSATP member discount — 10% off year-round, with 20% off during promotional periods. Bring your questions and your lunch!
EVENT OBJECTIVE
1. Demonstrate how GrabDocs streamlines client document collection and organization to save firms time during and beyond tax season.
2. Show attendees how to use GrabDocs' AI-powered search, extraction, and workflow tools (checklists, e-signatures, secure share links) in day-to-day practice.
3. Explain how MSATP members can activate their exclusive discount and take advantage of the August 20% promotion.
