Toolbox
This is the tool where GBA's go to schedule themselves for open shifts
What is Humanity?
Hub we use to access cases, order history, initiate screensharing, and look up any and all customer information
What is Salesforce?
The status we use when we are ready to accept incoming calls
What is Available?
A program located inside the Product Expert Tools portal used to locate and complete modules
What is Docebo?
This product is used for simple tax returns that filed using Form 1040 only
What is TurboTax Free Basic Edition?
This is our main communication platform with each other
What is Teams?
An exact replica of Salesforce utilized for training purposes where GBA's can go and get hands-on experience of what navigating Salesforce will be like
What is the Sandbox? (Stage)
The status we use when we have to step away from the phone for any reason
What is Offline?
This day is mandatory to attend after completing all required modules in order to "graduate" from Certification to Earn and Learn
What is the Mission Simulator?
This TurboTax Product saves your returns directly on your hard drive inside of your PC
What is TurboTax Desktop?
This tool has to be open, logged into, and running, in order to access Intuit Tools
What is Global Protect?
Username used to sign into Intuit Systems
What is SSO? (Single Sign On)
The (Very Rare) status we use when we need to call a call a customer back due to a disconnect or dropped call
What is Customer Follow Up?
The number of hours required to complete during Earn and Learn in order to be able to move on to Production
What is 24 Hours?
This product is what you will be prompted to upgrade to in order to claim deductions or credits such as Unemployment Info, 401K, Education Credits, or Child Tax Credits
What is TurboTax Deluxe?
Our Omni email used for work purposes only
What is Zimbra?
Used to initiate screensharing with TurboTax Online Customers
What is Smartlook?
This status automatically applied after every contact for 30 seconds and used to be utilized for note taking and closing out our case
What is After Contact Work? (ACW)
Where can we email if we would like to withdraw or have general questions about the program?
What is Turbotaxgps@oiteam.com
This product is best for self-employed people, or Gig workers
What is TurboTax Self-Employed?
The Workstation where we go to access Docebo, Salesforce, CCP, and all other Intuit based tools needed for work
What is The Product Expert Tools Portal? (Directory)
An error you will receive if you are trying to sign into the Product Expert Tools Portal without signing into Global Protect first
What is a Single Sign On Error?
What we have to do at the end of every shift inside of our CCP
Go Offline and then Log out of CCP
What we use during certification to assist us in knowing which modules we need to complete before moving on to Earn and Learn
What is the Roadmap? (New Hire or Re-Hire)
This product saves your return to our servers or "cloud"
What is TurboTax Online?