Before Service: TP Bio/TP Matching
Personalized appointment setting where clients are matched with a Tax Pro based on expertise and client need. This can include Tax Pro cert level, workload/capacity, and client service/OSAT.
What is Tax Pro Matching?
Confirmation calls are done by both
Automation and Tax Office
Clients have the opportunity to return next year and receive the same great service by setting a
Priority Appointment (Save Your Spot)
Warm Welcome is also referred to as
Take Two
TP Retention phone calls should be made by who?
Leader
New Clients can we easily viewed in Appointment Manager with what indicator?
N
All new clients are to have what 2 things regarding their appointment?
Confirmed appt and documents uploaded
Tax Pros should be offering this during the interview
Tax Tips
BWO has two new screens what are they called
Getting to Know You
New Service Value Screen
Leaders should be contacting clients from TPs not returning from what Calling Campaign?
Tax Pro Transition
Tax Pro Bio
Clients will receive what until they confirm their appointment?
Reminders
Hold notes should include these 3 requirements
What is needed by the client and by when?
What is needed by the tax preparer and when?
When does the client expect it to be done by?
UTP stands for
Upfront Transparent Pricing
Leaders will follow up with New Clients after their service on what Calling Campaign?
After Service
What app should we use to update tax pro bio pics?
ProSnap
Clients can start service with us in how many ways?
11
All returns should be started in...
BWO
What % of clients said they prefer tax tips during the interview process?
45%
This screen provides the client a view of what is included with their tax return
All TP Bio Pics should be in?
Color
Each new client will receive a Welcome to Block message including...
Appointment Details
Timeliness
Appointment Confirmations
Document Upload Reminders
What 3 hold codes will prompt an automated message to be sent to the client?
Pending Payments
Pending Signatures
Missing Documents
This review can identify IRS account balances, unfiled prior year returns, and identity theft indicators.
Second Looks
Tax Pros should be reviewing the value summary with clients how many times
2, once at the beginning and once at the end