Who should we assign to the Other User roles? What qualifications should we consider?

The Advocate Questionnaire provides a detailed description of Other User roles (non-Advocates) on Tab 2, as follows:

1. Preparer: These individuals prepare tax returns and perform data entry into tax software. At the conclusion of their training, Preparers should understand how to prepare a tax return in SPbinder, including organizing non-standard documents, annotating workpapers, and reviewing data.
   
2. Reviewer: These individuals review tax returns. At the conclusion of their training, Reviewers should understand how to review a return in SPbinder. This includes reconciling the tax return to the source documents and leveraging SPbinder’s review tools, such as Annotations, Notes, and Signoffs.
   
3. Administrator: These individuals are responsible for SurePrep product front-end processes. Their duties may include sorting source documents, scanning images, and submitting information to SurePrep. Administrators will also learn how to verify data captured by 1040SCAN’s Optical Character Recognition, unless your firm chooses to outsource verification with 1040SCANverify.