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 specialist will diagram your tax return workflow to ensure all parties understands your firm's process.
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 specialist will check in with your lead champion to monitor the progress of your training.
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.
Experience shows that understanding, believing in, and being an integral part of an implementation is paramount to its success. At SurePrep we believe that we have a plan to make you successful.
Beth Attebery, CPA The Henry Levy Group
1040SCANverify can be a lifesaver for extensions. If you’re in a crunch and you need to quickly calculate an extension payment for clients that have primarily standard documents, it [1040SCANverify] can quickly calculate the tax liability.
Susan Shusko, CPA Shusko Associates, LLP
1040SCAN PRO has bookmarked the whole file, perfectly entered interest, dividends and it’s done. With 1040SCAN PRO I’d say that I easily saved 50-75% of my time.
Blain Sanford, CPA, CEO Strategis CPAs & Consultants
SurePrep is humming this year. Thank you for a great product.
Barbara Cooper, CPA, MBA Cooper Associates, LLC
1040SCAN has helped us to standardize our workpapers, while moving the scanning and verification to administrative staff, freeing up professional staff to get the tax files done in less time.