Our 7-part Taxologist blog series will offer best practices on how to ensure you have a smooth implementation once you have started your tax technology journey. Missed a step? Check out our previous posts to catch up on the conversation!
7. Decide on the best methods of regular communication
Typically, your technology provider will initiate an introductory meeting to kick off the implementation project. This gives both parties an opportunity to get to know each other, discuss goals, project timeline, resources, and preferred methods for regular communication and meetings going forward. Your provider will put together an initial work plan that will guide your regular meetings. This work plan is a living, breathing document that will evolve and change as the project progresses.
It’s also important to establish regular methods of communication with key internal stakeholders within your own organization. While your leadership team won’t need to be closely involved in the day-to-day implementation activities, they should be made aware of key milestones achievements, setbacks and budget adjustments. Regular check-in meetings to inform them on the status of the implementation is recommended. If you want to dive even deeper into this topic, download our in depth whitepaper “What to Expect When Implementing Tax Technology.”