Tax workpaper automation service SurePrep has teamed up with the Center for Project Management to deliver SurePrep’s software and services with CPM’s change management methodology and tools.
Under the partnership, SurePrep will use the center’s five-phase change management methodology to help ensure the success of accounting firms that implement SurePrep’s 1040SCAN tax workpaper automation software.
“Implementing tax workpaper automation technology represents a business transformation for accounting firms,” said CPM executive vice president Raj Kapur. “Evolving the core activities of the organization brings significant change. The application of project management best practices, together with effective change management, is the recipe for a successful implementation.”