Why SurePrep? >> Training and Implementation

Training and Implementation

We have been helping customers implement new technologies since 2002 and we continue to perfect our implementation methodology today.

It is our goal at SurePrep to not just provide you the leading edge tax preparation productivity solutions, but to help you integrate them into your current workflow. To ensure a successful implementation, we will work with “champions” at your firm to customize a training and implementation plan.

Unlimited client support via email, phone, chat, and GoToMeeting ensures that your needs are met.

Training is required for all SurePrep clients.


We have a plan to make you successful, and a process to make it happen

Understand the process

Believe in the process

Be part of the process

Our team will work with “champions” at your firm to customize a training and implementation plan. Your champions should easily adapt to and embrace change. Leadership and motivational skills are a plus.

Lead Champion

This is your decision-maker who defines the scope, and schedule of the implementation and makes 80% of the decisions about the project. S/he knows the firm’s goals and expectations, and has extensive tax knowledge. This person must lend support to the initiative and should have the authority to enforce change and be the go-to-person for questions from all levels. S/he may serve as the Project Manager and be responsible for the successful project completion.

Administrative Champion

Understands front-end processes, familiar with tax documents and may have limited client knowledge. S/he should have extensive tax knowledge.

Preparer Champion

Understands the preparation of the tax return, including organizing, annotating, and completing the data entry of source documents into the tax return.

Reviewer Champion

Has extensive tax knowledge, and understands the review process of the tax return processes including utilizing the binder review tools such as annotations, notes, sign off, and reconciling the tax return to the source documents.

IT Champion

Responsible for installing software, maintaining program directories, and possibly account configuration.

Introductory Meeting

The implementation process begins with an introduction meeting between you and your SurePrep implementation team. This meeting should take place shortly following your purchase of a SurePrep product or service.

The goals of this meeting are to introduce the team members, discuss your firm’s goals and expectations, get a brief overview of your current workflow with respect to 1040 and 1041 tax preparation, and develop a timeline for implementation.

Attending Team Members: Lead champion (at a minimum) and a backup champion.

Sureprep Training Introductory Meeting

Workflow Meeting

Upon understanding your firm’s needs, and where we can best help you streamline to become more efficient, we will customize a training program around the features of our software you agree you would like to utilize. Your SurePrep Client Success Manager will diagram your tax return workflow to ensure all parties understand your firm’s process.

Attending Team Members:  All champions, sometimes with the exception of the IT champion.

SurePrep Training workflow-meeting

Customized Training Program

Training consists of recorded tutorials and hands on action exercises. SurePrep will define which recorded tutorials are required to be viewed for each user role. After viewing the recorded tutorials, your team will complete the hands on action exercises. Your SurePrep Client Success Manager will check in with your lead champion to monitor the progress of your training.

  • Tutorial Videos
  • Hands-on action exercises
  • Monitor progress
SurePrep customized-training

Wrap-up and Go Live

Following completion of your training, you and your champions will meet with your SurePrep implementation team to review the success of the implementation process, discuss ongoing support and schedule a walkthrough with your sales representative.

SurePrep Training Go live

(800) 805-8582 Ext. 3sales@sureprep.com
17890 Sky Park Circle
Irvine, CA 92614
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