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