- Why SurePrep
- Talk to Sales
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.
Understands front-end processes, familiar with tax documents and may have limited client knowledge. S/he should have extensive tax knowledge.
Understands the preparation of the tax return, including organizing, annotating, and completing the data entry of source documents into the tax return.
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.
Responsible for installing software, maintaining program directories, and possibly account configuration.
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.