CS Trivia

General

100

EIN Stands for:

Employer Identification Number

200

Customers often ask about this because it protects their personal address from appearing on public state records.

virtual business address

300

Banks sometimes request this document to verify a company exists before opening a business account

Certificate of Good Standing

400

True / False: If a client asks for the EIN status, I should raise a ticket for the ops team

False - you should check for any tickets in admin/hubspot and the timeline since we faxed the SS4.

500

List 5 of 7 services a client can purchase via self-serve on app.doola services page

Annual Filing
Tax Filing
Upgrade to BiB
Upgrade to TC
Tax Consult
ITIN
doola books

Technical

100

This is the best channel to raise technical issues in

#operations-bugs

200

I can use this doola admin function to check the status of an Annual Filing

Annual Filing Center

300

This admin feature can be used to track a Tax Filing 

Tax Control Center

400

You can track emails sent to a client in admin in which 2 ways?

1. Company History for manual emails
2. Communication History (under customer profile) for Lifecycle automated emails

500

Spot the issue with this company profile and then explain how to fix it.
https://admin.doola.com/company/2OKSF5wLT1vHA7FfgMWYDyIk172

Missing RA address (Click Add RA address) 
Missing Mailing Address (Click Edit Mailing Address)

Tax Stuff

100

This verification letter from the IRS can replace a lost EIN confirmation letter.  

147C letter

200

This IRS form is used to apply for an EIN. Also include the timeline to obtain an EIN

SS-4

4-6 weeks currently

300

An LLC with multiple members is considered a: 

Partnership

400

An S-Corporation election can only be elected by a Corporation

False, S-Corporation is an election of how you want the IRS to treat your entity. An LLC can also elect to be an S-Corp.

500

There are 2 upcoming Deadlines - Which entity type maps to each deadline?

March 15
April 15

March 15 - MMLLC / S-Corp

April 15 - SMLLC / C-Corp

Compliance Stuff

100

This service allows a business to receive legal documents and official state notices.  

Registered Agent

200

This yearly state filing keeps a business active and in good standing.

Annual Report or Franchise Tax filing

300

If a company wants to operate in a state other than the one it was formed in, it usually must file this

Foreign Registration (Foreign Qualification)

400

How does a client start the Annual Filing if they purchased the service from doola?

They have to start it directly via their Doola dashboard - the homepage will have an action required button

500

True or False: If a client wants to change their email, it's best I do it for them in doola admin

False, we should point clients to self serve by logging in, clicking settings and then Profile.

This is the most secure approach

Hubspot

100

When I work in Helpdesk, I must first clear out this queue:

TTFR Risk

200

This is a shortcut to insert a pre-written snippet in Hubspot

Hashtag # 

300

If I have an issue with hubspot, this is the best channel to report the issue

#operations-bugs

400

After responding to a client inquiry, I should always change the ticket to "Waiting on Customer" status

False. We should close the ticket if the query is fully answered. Only use WOC status when you need a response from the client.

500

Name the 4 queues that must be worked in the correct order

TTFR Risk
TTNR Risk
My New Tickets
My Active Tickets