Proper planning and training are crucial components of implementing new software. We guide you through the implementation process to ensure your success.Miranda Carlson, Client Service Manager
The implementation process
We have been helping customers implement new technologies since 2002 and we have continued to perfect our implementation methodology since that time. 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.
What Customers Are Saying About 1040SCAN
1040SCAN PRO is at the core of a highly efficient workflow. It is the elite software in its class.Crissie Landry, CPA LaPorte CPAs & Business Advisors
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.Barbara Cooper, CPA, MBA Cooper Associates, LLC
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.Beth Attebery, CPA The Henry Levy Group, A CPA Firm
With SPbinder, preparers can create open items and other notes that are automatically linked to the related workpapers. Then they can export the notes to email. Then I can get the email as the partner-in-charge, I can open SPbinder and quickly go to those pages and answer the questions, and leave a trail showing that it was me who answered it. So that was a process that gained efficiency.Jeff M. Lawson, CPA, MST Stoy, Malone & Company, P.C.
The decision to center our tax workflow process around SurePrep will prove to be one of the most important choices in the history of our firm.Adam Wolfe Bobby Medlin CPA
1040SCAN did an excellent job of getting all the numbers out of brokerage statements… We could very easily get through multi-page Schedule D’s and out of maybe five or six hundred numbers that have to be imported into the return, there were only two or three numbers that had to be changed (in verification). So it was highly accurate.Paul Sevigny, CPA, CVA, CFA Stoy, Malone & Company, P.C.
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.Susan Shusko, CPA