Implementation
Bring your clients, workflows, team, and processes into a connected workspace without losing the way your firm already works.
Step 1
Before anything moves, TPP starts by understanding your practice exactly as it runs right now — not how a generic firm runs.
Migration
Migration works best approached deliberately, not all at once. Here's honestly what moves into TPP and how.
Supported via CSV import — name, contact information, and firm-specific fields.
Included in the same client import.
Set per client as part of setup or import.
Uploaded directly into each client's record — there is no automated pull from a third-party document store today.
Entered manually into the client record; bulk note import is not currently supported.
Built in TPP using the real Workflow Templates feature — not imported from another system.
Set during configuration, once staff accounts are created.
Prior-year returns and past documents can be uploaded as reference documents; TPP does not recreate historical activity logs from another system.
A careful approach
Step 1
Decide what actually needs to move — active clients first, historical records as needed, not necessarily everything at once.
Timing
There's no single right time to migrate a tax practice — it depends on your firm. Some firms move before filing season to be ready for the rush; others wait until after season when things are quieter; some prefer a slower period, a small pilot group, or a new client cohort as a lower-risk starting point. TPP doesn't prescribe one universal schedule.
Start Small
Configure workflow
Set up workflow templates for the return types this group covers.
Invite staff
Bring in the preparers and reviewers assigned to this group.
Invite clients
Invite all 25 clients to their portal.
Run first engagement
Work several real engagements through TPP.
Review results
Check workflow fit, document flow, and client response before expanding.
Expand
Bring in the next group once this one is running smoothly.
Implementation Readiness
4 of 8 areas ready in this example
Client list prepared and validated for import.
Core workflow templates configured.
Two staff accounts still need roles assigned.
Firm logo and portal name configured.
Portal activated, but no clients invited yet.
Email connection not yet set up.
No integrations connected yet — optional for launch.
Roles and document visibility reviewed.
Implementation Checklist
Support
Support during implementation covers planning, configuration, training, client onboarding, workflow setup, troubleshooting, and go-live assistance — reach out any time through the channels below.
Implementation FAQ
It depends on firm size and how much data needs to move — a small pilot group can be running in a firm's own timeline of days, while a full-firm migration with years of documents takes longer. TPP doesn't publish one universal timeline because firms genuinely differ.
Yes. Client records import via CSV, and each client is then invited to their own portal on your schedule.
Yes — documents are uploaded directly into each client's record. There is no automated pull from a third-party document store today; document migration is a direct upload, not a one-click sync.
Yes. Workflow Templates are fully configurable — steps, assignees, due-date rules, and dependencies — and reusable across clients with the same service type.
Yes. TPP's white-label branding supports TPP Default, Powered by TPP, and Fully White-Labeled modes, covering logo, colors, and portal name.
Yes. A firm's Owner or Admin can invite staff and assign one of TPP's six real roles: Owner, Admin, Preparer, Reviewer, Billing, or Read Only.
Yes — many firms invite a smaller pilot group first rather than the whole client list at once. See the pilot program section above.
Yes. The 30-day free trial gives full access to explore TPP with a small group before committing your whole firm, subject to the applicable trial terms.
Where a vendor supports it — see the Integrations Center for the full, honestly-labeled list of what connects today versus what's coming soon.
You rebuild it as a Workflow Template inside TPP, matching the steps your firm already follows — TPP doesn't force a specific process on you.
Implementation doesn't end at go-live. The Improve step uses your firm's real operating data — task completion, outstanding documents, return progress — to help you keep refining the process.
Explore further
30-day free trial. Explore the TPP platform during your trial, subject to the applicable trial terms.