1040SCAN training consists of automated video tutorials and action exercises that can be completed in your home or office, at your own pace, when convenient for you. Each person in your office will have their own training plan so they know which training modules they need to complete. Any given module is made up of sections, ranging in duration from 1 minute to 10. Each new customer receives proforma tax files, sample documents and an instructions guide that walks you step by step through each of the training action exercises.

Viewing the video tutorials and completing the action exercises ensures that each 1040SCAN user in your office is ready for tax season. At the conclusion of each video tutorial, the user confirms their completion by signing off electronically. An administrative report can be generated to track your staff’s progress. Proper training is critical when implementing any new technology and SurePrep offers materials and a curriculum to ensure that your firm is maximizing the benefits of 1040SCAN immediately.