Salesforce
This is referred to as the conversation with the client, will guide you step by step from beginning to end.
What is the call flow?
This will let you see your client's tax interview.
What is cobrowse?
This product supports the least amount of forms.
What is the free product?
"Where do I put my 1099G?" Is an example of...
What is a WDIE question?
This tab is where you can check their refund status.
What is the E-file Status tab?
This pane holds all the client's information.
What is client details?
While cobrowsing, this holds FAQs.
What is the help center?
This product supports the highest amount of forms.
What is the self employed online product?
"Do I qualify for the savers credit?" Is an example of...
What is a tax question?
What is a reject code?
You do this at the beginning of every call.
What is confirming the client?
You must do this before opening an account.
What is verifying the client?
This feature allows you to do your taxes yourself on any device, with unlimited, on-demand help from a tax professional?
What is online assist?
"I don't understand these numbers on my summary." Is an example of...
What is a calculation question?
This is an error that will not allow you to click next and move on in the interview.
What is a page level error?
These two things are required on every case.
What are comments and knowledge articles?
This tab shows any transaction details.
What is the payment history tab?
This feature can help if you’re audited and they are there every step of the way.
What is worry free audit support?
This tool can help you answer any potential tax questions.
What is the help center?
You can use this flow if your client wants to set up a meeting with a tax pro.
What is the appointment setting flow?
A notification when there has been a recent change.
What is a knowledge alert?
You go here when you want to downgrade.
What is the convert tab?
When working with documents during the tax interview, if you skip this in the beginning, you cannot go back and choose it.
What is importing?
This will take you and the client to the exact spot on where to enter something.
What is the jump to link?
While working chat, this feature provides scripted answers to common questions.
What is the quick reply feature?