Service Center 101
When does the $150 any full service return, if an expert did not file for you last year, promotion end
February 28
A grassroots outreach activity where Experts travel through the local area
Canvassing
What was TurboTax's decision to make all offices paperless based on and who made that determination.
This determination was made by our legal team for the purpose of securing PII of all customers.
What is the least amount of time allowed before partnering with your manager before you want to hold an event
2 weeks
We are bold and fearless in how we think and act. We relentlessly hold a high bar for performance. We value speed, a bias for learning, and action.
Courage
What does YoY mean and what is it
Year-over-Year Matching - where a customer requests to have the same preparer each year.
Name at least 4 of the 5 things you are required to take on your canvassing.
A smile, uniform, name tag, business cards and approved flyers
What 4 things does being in uniform consist of
Uniforms ordered through Intuit, business pants in a matching or coordinating color, name tag and check mark pin on the lapel.
Where can you find links to the approved decks for presentations at an event?
TY25 PO Expert Engagement Playbook
We champion diversity, inclusion, and a respectful environment. We thrive on diverse voices to challenge and inform decisions. We deliver exceptional results so others can count on us.
Stronger Together
What is the main difference in Max Benefits versus our Lifetime Guarantee
Max benefits are handled by a third party (Tax Auditors) that will answer IRS correspondence and represent the customer in any audits.
Our lifetime guarantee gives peace of mind to customers that if our Full Service Expert makes a mistake on your return, we will resolve it and in most cases pay the interest and penalties..
How long before any event should you have a discussion with your manager
More than 2 weeks before the event
True or False: You are allowed to upload the customers documents if they are in your office
False - you can only assist them in uploading the documents themselves.
What 4 things MUST be captured and reported within 48 hour of each event
Attendance numbers
Attendee List
Qualitative Feedback
Items Needing Escalation (Requests from community leaders, opportunities for partnerships)
We are stewards of the future. We strengthen the communities around us. We strive to give everyone the opportunity to pros per.
We Care and Give Back
What is the security app that Global Protect is using for all Service Center, Retail and Flagship stores?
Everbridge
What two organizations are NOT allowed in our efforts to reach the community
Political and Religous
What are the 3 steps you must take if your office location is closed for an emergency reason?
1. Contact your manager immediately
2. Unschedule your time in IEP scheduler
3. Notify any customers you are scheduled to meet with during the time of closure.
Name 3 industries that are prohibited for events and canvassing.
Fire Arms
Cannabis
Adult Entertainment
We fall in love with our customers problems. We deliver unrivaled customer benefits to power their prosperity. We sweat every detail of the experience to deliver excellence.
Customer Obsession
Why is schedule adherence so much more important in the Service Center versus remote?
Each location has no back up coverage in the event that you are late, or can't come in. This affects our entire team and should be in emergency situations only.
Where the only allowable Social Media postings are allowed
Hearsay
Name 4 locations where Events are prohibited by Intuit Policy
Expert's home
Nightclubs
Casinos
Political campaign offices or partisan event spaces
We speak the truth and assume best intent. We value trust above all else. We do the right thing, even when no one is looking
Integrity Without Compromise