Preparer Notes
&
Client Experience
&
Client Experience
When can preparer notes be added?
Anytime during interview
Why do we need it?
To receive docs that are not in paper form
Can anyone create a MyJH account?
No: Has to be a Jackson Hewitt customer
What is return conversion used for?
Getting customers back in to finish their taxes
What is customer look used for?
To see details about a customer return, profile of client
If preparer notes are not completed, the return will be placed on hold? True/False
True
What if the phone number doesn't work?
Try the email or ask manager
Can you access tax documents through MyJH?
Yes: At anytime you can access (current and prior years) print and track return status on MyJH
Where do you find return and start conversion?
In eservices
How do you access customer look up?
In my JHnet under eservices
Name our 4 Products
Irs Direct, Assisted Refund, Refund Advance, Early Refund Advance
What are the documents may a client bring in
W2, paystub, driver license SS#
Does Jackson Hewitt print prior years returns for the customer?
Yes: W/Fee while on MyJH its free
Which tabs will be used the most in return conversion?
Sign & Save and Hold
which tab can you look up the amounts of the loans, the return, and fees?
A. Disbursement tab
B. Overview tab
C. IRS/State
A
What is the most Important Add-on to a tax return
WFG
What 3 Components are in our JH Client Experience Greeting
Acknowledge Immediately
Approach and Welcome
Collect Docs
Which year could a customer be qualified to be a new customer if they didn't file with Jackson Hewitt?
2022
Why should I use this tool?
To access a call list of customers that have not visited our office within the date range selected
How to find appointment calendar?
Jhnet, Eservices
What 2 Promotions do we offer?
$75 Base Return
33% off WM Discount
How do we "thank our client at the end of the interview?
Walk through the client snapshot
Provide year- round contact information
Gain referrals & goggle reviews
Walk them to the door(if in an office)
What type of gift card will be provided to the customer that is receiving a Refer-A-Friend payment?
A Walmart egift card or Visa egift card
When do I want to use the start conversion tool?
Use this tool when you are slow and need to increase your business.
How to look for appointments?
Go to appointments calendar click on location of appointment, name of client and phone#