How long will we have access to the Self-Guided Onboarding training videos in SurePrep Academy (SPA)? January 19, 2023
Do all employees need to watch every video in the Self-Guided Onboarding? For example, does a high-level Reviewer need to watch the “Getting Started” webinars if they are only touching returns after they have been reviewed by someone else? January 19, 2023
What should we do if one of our users does not receive the initial SurePrep Academy email with login credentials? January 19, 2023
What if someone acts dually as both a Preparer and Reviewer? How do we assign their role? January 19, 2023
Who should we assign to the Other User roles? What qualifications should we consider? January 19, 2023
