Products
Refunds can be loaded to this card.
Emerald Card
Through this tab you are able to schedule an appointment or review clients appointment history.
Client Profile
To ensure we deliver a great client experience you want to have appropriate and detail __________ when putting clients on HOLD.
Notes
Product for Entity returns that will provide support for Audit Assistance.
Business Tax Audit Support
To help deliver a great client experience you always want to add detailed __________ when calling clients to confirm their appointments.
Notes
Clients who lost their wallet or have suspicious activity in their credit should purchase this product.
Tax Identity Shield
In this page you are able to see your Hold's, COD's & Reject's.
Home Tab
To calculate a clients estimated tax payment open the return in this mode.
What If Mode
When purchasing this service clients will be scheduled 4 future appointments to discuss their P&L and make a payment.
Quarterly Tax Payment Service
Scheduling this type of appointment will block some time for you to work on the return.
Drop Off Prep Appointment
Client with Refunds can use this option to pay for their tax return.
Pay Nothing Out of Pocket
When you are ready to join a Video Consultation you can go to the clients ________ to join.
Profile/Appointment
A great way to demonstrate your expertise is by reviewing this page prior to reviews the return.
2 Year Comparison
Clients who need support in organizing and sorting there receipts for their business can benefit from this service.
Year-End Tax Filing Rediness
For client's who drop off their documents, you will schedule this type of appointment when the return is ready for review and collect payment.
Drop Off Pick up
Clients who purchase POM are protected of any discrepancy or misinterpretation of the tax law and will be reimbursed up to _________.
$6,000 Tax Liability
In this page you are able to add a Service to a client.
Client Profile
Profit & Loss Statement
Only those who are __________ will be able to add the Small Business Services and receive compensation.
Small Business Certified
Clients who have a busy life schedule can be offered this type of appointment for questions or to review their return.
Video Consultation
H&R Block loses clients who end up not purchasing this product?
Pease of Mind
Easies way to see what returns have been on Hold past the Service Level Agreement (SLA).
Home tab
During a clients Quarterly Payment Check in you can calculate a new quarterly payments in this screen.
Estimated Payment Screen
Purchasing this $99 service will help clients not only understand how their business is doing but also not have to pay a large balance due when they file.
Quarterly Tax Payment Service
These types of appointments should be treated as if the client is in the office and be on time for them or have another associates help.
Call Back Appointments and Video Consultaitons