Assignment: Stress-free Employees

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Assignment: Stress-free Employees

Assignment: Stress-free Employees

using TurboTax in order to achieve a faster turnover,

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a higher productivity, enhanced results, stress-free employees, and more clients. Implementing

this app would strengthen and increase our company’s potential.

Implementation Plan

With time, TurboTax will be fully integrated into the workplace. The implementation

process will take approximately one year, giving us time to prepare for the 2016 tax season. To

ensure clients are satisfied with the new system, TurboTax will be implemented slowly to ensure

that everything is done successfully. The steps of the implementation plan are as follows:

Step 1: Application Implication

The application will be programmed into all company laptops, computers, tablets, etc.

This will take approximately 2 months to ensure that all applications are up and running to


Step 2: Selecting Clients for Test Trial

Clients will be selected to try out this new system. We will ask our top 50 clients who

usually file personal tax returns or returns as sole proprietors of small businesses to participate.

We will explain to them how TurboTax works and the reduced fee if they wish to switch to this

process. This will take 2-3 months in order to give clients time to think about what is best for

them and to ask more clients in case our top 50 clients do not wish to participate.

Step 3: Trial for 2015 Tax Season

The selected clients will use TurboTax to prepare their tax returns. Then, our employees

will double-check that everything is right and submit the tax returns via TurboTax for electronic

filing. Employees will also use the application to complete tax returns for other clients who want

to meet in-person with their accountants. This will take 4 months, the typical length of tax

season. During this time, management will take note of employee and customer satisfaction.

Step 4: Fix any Problems
TurboTax Recommendation 6

After the trial is complete, any problems that management noted during the trial will be

fixed. This will call for a couple of months (1-2) to ensure that everything is perfect for the

public launch.


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