Virtual Tax Boss

The 4 most common SOPs any tax office would need to have a successful and organized back office. 

Standard Operating Procedure for Tax Preparer Client Intake

Standard Operating Procedure for Taking Payments

Standard Operating Procedure for Handling a Disgruntled Tax Preparer

Standard Operating Procedure for Intaking Documentation from Tax Clients

*These templates are GENERAL and must be customized to your organization. All templates will be editable. Please make a copy before you make any changes to ensure you have the original. 

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