Tax Preparer Management Spreadsheet

This editable Tax Preparer Management Spreadsheet is the ultimate tool for tax office owners to efficiently manage their team of paid preparers. With pre-built fields to track every critical detail, this document ensures you stay organized, monitor progress, and maximize productivity for a seamless tax season.

Key Features:

• Preparer Details: Track names, phone numbers, and emails for easy communication.
• Payment Tracking: Log collected payments and ensure financial transparency.
• Contract & Agreement Management: Record partner agreements and completed onboarding steps.
• Onboarding Progress: Monitor form completion, welcome email delivery, and training enrollment.
• Software & Access: Track software setup, preparer logins, and fee splits for clear operational oversight.

Why You Need This:

• Save time with a ready-to-use, fully editable document.
• Easily manage multiple preparers during tax season.
• Keep all critical details in one place for quick updates and reference.
• Ensure no step is missed with a clear, organized workflow.

Perfect For:

• Tax office owners managing paid preparers.
• Service bureaus looking for a professional tool to track team progress.
• Tax professionals scaling their business with new preparers.

Get your team organized and ready for success! Purchase your editable Preparer Management Spreadsheet today and streamline your workflow.