Peace of Mind
When does POM expire?
It does not expire
This is how many days sooner you will receive your refund with Spruce.
5 days sooner
Tax Identity Shield is usually compared to what competitor?
LifeLock
This service should be offered to each new client
Second Look
This is the name of the software we use to file our returns.
BWO
Tax Notice Support starts at how much?
$99
This is Spruce's Savings Interest Rate
3.50%
All a thief needs to file a fraudulent return are these 3 things
Name
Birthdate
Social Security Number
This is how best match calculated this year
Certification
Capacity
OSAT
This is where you post your huddle
Teams
POM reimburses up to how much?
$6,000
Spruce tracks this to help with your budgeting
Spending
The average out of pocket loss per victim of identity theft is
$1,100
We should be setting this after the end of the service
Priority Appointment (Save the Date)
This teams channel is where your tax pros reach out for support
Peer-to-Peer Support Network
Audit Representation starts at how much?
$250
Spruce has no fees on what?
No Monthly Fees
No Minimum Balance Requirements
No Overdraft Fees
This is how much Tax Identity Shield impacts client retention.
Over 70% (76.6% to be exact)
These are 3 hold codes that will prompt an automated message to our clients
Missing documents
Pending Signatures
Pending Payment
This is the name of the form you provide your DGM daily.
Daily Plan to Win Form
POM claims are processed within how many weeks?
6 Weeks
How many conveniently located ATMs do we have available for Spruce?
Over 55,000
What does your client need to do to activate their Tax Identity monitoring?
Nothing
BWO has 2 new screens what are they called?
Getting to know you
Value Screen
This is the name of your favorite DGM.
If you don't say Mike/Michalann, you lose all of your points