Client Experience
Crowe Tax Connect
Data Analytics/Machine Learning/Artificial Intelligence
Centralized Tax Services (CTS)
Organizational Change Management (OCM)
100
What tool is available to help Crowe teams meet with their clients to discuss Crowe Tax Connect?
Answer: Planning Meeting Agenda Template
100
In our new future, which technology delivers a digital engagement letter to the client: A) Docusign B) Crowe Tax Connect C) Contract Logix:
Docusign
100
What is the core of our envisioned state – we want to structure it, to aggregate it, to analyze it?
Data
100
There are two divisions of the CTS group. What are they?
1040 Prep and Processing
100
The Tax BU will continue to schedule resources based on office location.
False
200
Which client experience driver does Crowe rank the lowest?
Answer: Bringing value-added ideas and information – 53% in FY17
200
Which technology was NOT replaced by Crowe Tax Connect v. 1.0? A) Retain B) Expertise Tracker C) BiRT D) AWP
BiRT
200
How many software developers are building Crowe Tax Connect?
45 developers focused on Tax Connect (Approximately 60 focused in Tax)
200
True or False – All tax professionals can transition work to the CTS group.
True, as long as communication has taken place ahead of time.
200
Client delivery is no longer focused on the regulatory due date but rather the ________.
Client commitment date
300
Clients will be able to access three years’ worth of tax returns through the ________.
Tax Return Archive
300
Fill in the blank: Crowe Tax Connect will _________ the way Crowe delivers tax services.
Transform
300
There has been a lot of promotion around machine learning. Who is the most popular?
IBM Watson
300
True or False – The CTS group can help with fixed asset projects and updates.
True
300
Going forward there will be only be three DTE Work Codes: In-Scope, Additional Parts/Services, and ______.
Out-of-scope
400
Structuring our data for our will allow us to align our client’s fact pattern with _____ ________ ________.
Answer: tax savings ideas
400
At launch, the only tax professionals that can access a client in Tax Connect are the following BiRT roles: Executive, Biller and _________.
Supervisor
400
What is the average fee billed to the average non-Red Ferarri Crowe client? A) $10,000 B) $15,000 C) $25,000 D) $75,000
$10,000
400
Who can send processing requests to CTS?
Everyone
400
Who manages schedules in Tax Connect?
Resource managers
500
When are we opening up Crowe Tax Connect to our clients?
Answer: November 13
500
How often will we be releasing updates to Tax Connect?
Monthly
500
We are conducting our first machine learning exercise using natural language processing in order to _______?
Automate the coding of trial balances
500
Which two specialty groups are the primary ones that are sending 1040 requests to CTS?
Construction and retail dealer groups
500
How frequently will time and expense feeds from Elite be updated in Tax Connect?
Daily
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