Backend Quickstart Checklist.

Stay on top of your tax office backend with this easy-to-use Backend Quickstart Checklist. Inside, you’ll find 10 weekly tasks every tax professional needs to stay organized, compliant, and in control. From reviewing your client pipeline to checking automations, this checklist makes sure nothing slips through the cracks.

Designed to be printed or used digitally, it’s the perfect tool to keep your office running smoothly all season long—without the overwhelm.

What’s Inside:

• A 2-page, ready-to-use checklist

• 10 weekly backend tasks for tax pros

• Space to check off completed items

• A clear next step to map out your full backend strategy

Whether you’re a solo preparer or leading a team, this checklist gives you a repeatable system to stay consistent week after week.