Customized training to fit your firm’s tax preparation workflow

The implementation process

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 sell 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.

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.

Prior to this meeting, we will ask that you assign “champions”. A champion is someone who will be held accountable for the success of their piece, or pieces, of the implementation process. All champions should attend the workflow meetings which, if possible, will be scheduled at the conclusion of the introduction 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 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.