Who should we assign to the Lead Advocate role? What qualifications should we consider? January 19, 2023
Do we need to include our 3rd party IT provider in the Kickoff Meeting or any subsequent meetings? January 19, 2023
Can we expedite the onboarding timeline by scheduling more than one meeting per week or extending the meeting lengths? January 19, 2023
If I purchased both 1040SCAN and TaxCaddy, how does the onboarding process work? Will we need separate trainings? January 19, 2023
Who should I contact if I need to add or delete users from SurePrep Academy after I have already submitted my User Login List? January 19, 2023
What if we are unable to view the prerequisite Kickoff Meeting videos in SurePrep Academy prior to the meeting? January 19, 2023
Should attendees join the Kickoff Meeting from their own workstations or do all attendees need to be in one room? January 19, 2023
