Sisters Tax Prep Reseller Portal Provisioning (Onboarding)

Sisters Tax Prep Reseller Portal Provisioning (Onboarding)

1. 01

   Confirm the $1199 USD White Label Software Reseller purchase is recorded before touching the portal

   One-time fee, USD, no recurring line. Log the purchase date in the client record so the agency can reconcile the build cost against the $420/mo Starter Launch retainer.

2. 02

   Collect the client's domain registrar credentials and brand assets (logo, color values) in a single intake form

   Custom domain connection is a platform feature, so DNS access is a hard prerequisite. Missing registrar access stalls the build at the branding stage.

3. 03

   Connect the custom domain inside the Sisters Tax Prep portal settings and verify propagation

   Do not provision preparer accounts until the branded URL resolves. A live domain is the first thing the client will test.

4. 04

   Create the preparer team in the admin dashboard and assign permission levels per seat

   The admin dashboard governs users, pricing, and permissions. Set pricing at the client's retail rate, not the agency's internal rate, so resale margin stays intact.

5. 05

   Enable built-in compliance tools and e-signature features for the standard individual return document set

   Turn these on before the first client filing. E-signature workflows are configured per document type, so scope them to the returns the office actually files.

6. 06

   Confirm unlimited returns per preparer is active on every seat

   Verify in the admin dashboard that no per-return cap is showing. This is the resale argument the client is paying the retainer for.

7. 07

   Run one test return end to end through the branded portal, including signature capture

   Complete the test with a staff account, not the agency's admin login, so permission boundaries get exercised.

8. 08

   Hand off portal admin credentials to the client's office manager and log the 2h/mo support window

   Delivery handoff includes a short walkthrough of user management and client onboarding. Record the support hours against the retainer so scope creep is visible.