Phones/Faxes
if someone calls the door line (6655) and doesn't say who they are/who they are here for you...
What is, don't let them in
The memberships that all active clients should be on are...
What is Newsletter, Newsletter Email (if they have an email), Birthday, Christmas
Which character in “It’s the Great Pumpkin, Charlie Brown” believes in the Great Pumpkin?
What is Linus
Payment is accepted via check, bank transfer, credit card or Zelle to...
What is atbtony@msn.com?
When an email is moved the proper protocol on the email sheet is to...
What is inital and cross out?
All faxes should be sent with...
What is, the fax cover sheet with the compliance approved disclosure and our letterhead
The memberships that current college clients should be on are...
What is Newsletter, Newsletter Email & Tax List
“Ghostface” is a serial killer from what movie franchise?
What is "Scream"
When clocking in you should be clocking in on...
Your own workstation
Encrypted ways clients can send PII are....
What is Barracuda, Share Point, Intuit Portal (taxes), Lincoln Secure Messaging
When the 6655 line rings, the first person to answer on the first ring is...
What is the front staff?
The only appropriate time to log into the calendly website is...
When is rescheduling and cancelling appointments?
What U.S. city is known as the “Witchcraft Capital?”
What is Salem, Massachusetts
Bills should be settled before a return is sent out. Deposits or payment for college forms should be received...
What is before completion of forms?
When a client emails a pdf/ attachment you should respond by...
What is starting a new email chain or calling the client
When someone calls to speak to Greg, the number to transfer is...
What is 8787?
Virtual appointments should only be booked when...
What is once documents and deposit (if applicable) are received
Originally, these were carved into turnips, not pumpkins
What is "Jack-O'-Lanterns"
For time off professional staff should let ATB know, administrative/reception staff should let...
Gina know
When sending a client a copy of their documents and notes are attached you should...
When someone calls to withdraw money, the protocol is...
What is, ask the client for their ssn, how much money they want to take out, if they want tax withheld, and if they want it to be net or gross
When updating an investment client's address in Smart office you should also update it with...
What is Advisor Linc, Net X and any applicable investment companies
Who wrote “The Legend of Sleepy Hollow”?
Who was Washington Irving?
A prospective client is looking for us to prepare their taxes, they want to know the fee structure, it is...
What is a $500 deposit, we charge by the form and it can be more or less than that
PII stands for "Personally Identifiable Information," 5 examples of this are...
SSN, Driver's License, Passport Number, Financial Account Numbers, Passwords, PIN Numbers, access codes, security questions/answers, Biometric Data, DOB, Mother's Maiden Name