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.