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.
