If I purchased both 1040SCAN and TaxCaddy, how does the onboarding process work? Will we need separate trainings?

During the Kickoff Meeting, your Onboarding Specialist will help you decide what’s right for your firm. If you choose to complete the 1040SCAN and TaxCaddy onboardings separately, you will first attend all 1040SCAN meetings, then all TaxCaddy meetings. If you choose to combine the 1040SCAN and TaxCaddy onboardings, you will attend the meetings in an order that mirrors the flow of the SurePrep tax process. No matter which option you choose, you will attend all the same meetings and receive a full onboarding experience for both products. The only difference between the two options is the order that the onboarding meetings take place.