Backend Basics: SOP Pack for Tax Offices

Starting your tax business shouldn’t feel chaotic.

The Backend Basics: SOP Pack for New Tax Offices gives you ready-to-edit Standard Operating Procedures (SOPs) for the most common backend tasks every firm needs to run smoothly.

This pack helps you set up structure and consistency from day one — whether you’re solo or managing a small team.

Inside you’ll get:
✅ Editable SOP templates (Google Docs + Canva versions)
✅ Step-by-step procedures for key backend tasks
✅ A fill-in SOP master template to create new systems
✅ A guide showing how to edit, store, and maintain your SOP library

Included SOPs:

Standard SOP Template (blank master)

Weekly Task Review SOP

Client Intake Tracking SOP

File Management SOP

Task Delegation SOP

Communication SOP

SOP Instructions & Storage Guide

WHO IT’S FOR

• New EROs or tax preparers building their backend systems

• Small tax offices onboarding VAs or part-time staff

• Growing firms ready to get organized before busy season

WHAT YOU’LL LEARN TO DO

• Create repeatable backend processes

• Delegate and track tasks effectively

• Maintain client records with consistency

• Keep communication organized and professional

• Build a scalable system that grows with your firm

FORMAT DETAILS

• Editable Canva Templates

• Fillable Google Docs Versions

• Printable PDF for quick reference

• Includes setup instructions and folder organization guide

RESULTS YOU CAN EXPECT

• Less confusion across your team

• Faster onboarding for new staff

• Better time management and accountability

• More control and clarity in your daily backend tasks