The benefits of paperless tax preparation are clear: Automating the organization and entry of tax documents is far more efficient than working by hand. Going paperless saves time and money, and allows administrators or junior staff members to do high-value activities that used to require experienced tax preparers. A paperless environment also frees up knowledge capital, enabling the senior team to focus on leading and growing the business. It’s tempting to believe your firm can acquire a solution and the efficiencies will roll in. But successfully evolving the way your firm does business takes a managed approach. And to reap the full return on investment of a paperless environment, experience shows this effort is no less than a business transformation.

Leading your firm through the transformation is a process, a change process, one that needs to be managed like any project that is critical to your firm’s success. How do you effectively manage a change process? To equip your team to do this, SurePrep has partnered with the Center for Project Management (CPM), a proven thought leader in change management and project management. CPM’s methodological change management approach, coupled with SurePrep’s implementation solution process, delivers best known methods with an impressive success rate. Whether you are a sole proprietor or a nationwide or global player, SurePrep and the Center for Project Management have an approach designed for your needs.

This white paper outlines the Center for Project Management’s five-phase change management methodology and implementation tool kit by which your firm can plan, implement, and sustain the transition to a paperless environment. After clicking here to complete this short form, the change management whitepaper will be emailed to you. All fields are required.