SOP Template
A fill-in-the-blank template for any office procedure.
All tracks
03
Operations
Run the office like a business with repeatable systems and quality control.
5 lessons ~108 min 3 downloads
Track progress
0%0 of 5 lessons complete · knowledge check not taken
What you'll walk away with
You have written SOPs for intake, preparation, review, and delivery that anyone on your team can follow.
Module outline
Check off each lesson as you complete it. Progress saves automatically on this device.
- 22 min
Turning what's in your head into documented procedures.
- What belongs in an SOP
- Writing steps someone else can follow
- Storing and versioning SOPs
- Reviewing SOPs after each season
Action item — Write one SOP end to end using the template.
- 24 min
Setting expectations and accountability for your team.
- Role definitions and scope of work
- Onboarding and training path
- Performance expectations and metrics
- Compensation models
- Handling errors and coaching
Action item — Define the scorecard you'll use for each preparer.
- 20 min
A consistent first experience for every client.
- Appointment scheduling and reminders
- Intake form and document list
- Engagement expectations and fees
- Consent and authorization collection
- Setting the delivery timeline
Action item — Map your onboarding steps from first contact to signed authorization.
- 21 min
Catching problems before the return leaves your office.
- Second-set-of-eyes review
- Common error checklist
- Documentation completeness check
- Sign-off before transmission
Action item — Create your pre-transmission review checklist.
- 19 min
Moving files through defined stages without bottlenecks.
- Defining status stages
- Handoffs between roles
- Tracking work in progress
- Identifying and fixing bottlenecks
Action item — Draw your workflow stages and note where files stall today.
Downloadable resources
Working files for this track. Educational resources only — not tax, legal, or financial advice.
Client Onboarding Checklist
Every step from first call to signed authorization.
Quality Control Review Sheet
Pre-transmission checks for every return.
Knowledge check
Operations quiz
Answer all 3 questions. Score 70% or higher to mark this track's check complete.
1. A good SOP is best described as:
2. Quality control should happen:
3. The main purpose of defining workflow stages is to: