The Kickoff Meeting is a 45-minute introduction to your Onboarding Specialist, who is part of your Client Success Team. We recommend that all Advocates attend. Prior to the meeting, all Advocates need to review Kickoff Meeting videos in SurePrep Academy, our onboarding expectations, the completed SurePrep Advocate Questionnaire, and the User Login List. We will schedule your future onboarding meetings during this time, so if any Advocates are unable to attend, please ensure that you can access their calendar availability.
Interactive Demonstration
Experience the entire SurePrep tax process from start to finish.