Tools
This tool is used for Refund Transfer Lookup
What is Webserve?
This resource is our first stop
What is Elevate?
This is what every expert should say on the phone
What is QOS?
This program is fun to hang out in
What is Zoom?
This tool is used to locate multiple accounts
What is CSR?
This resource is located on both sides of IEP
What is Help Panel/Info Center?
Microphones can't pick up outside noises like eating and drinking (T or F)
What is False?
This workflow is used to reach a Lead
What is Lead Support Request?
This tool is used to locate filing status
What is EFE?
This resource has customer facing articles
What is TTLC (TurboTax Live Community)?
When a customer is upset this method is used to de-escalate
What is HEAT?
This channel contains memes, information, and questions for leads to work together
What is Lead Peer to Peer?
This tool is used to find FS case numbers
What is Splunk?
This resource has scenarios to practice with
What is product playground?
This type of callback is done only when asked for
What is Manager?
This channel is specific for leads and managers of POD Jaime
What is Pod Jaime Leadership?
This tool is used to monitor chat calls
What is Triton?
This resource has step by step screenshots and .tax files to practice on
What is How To Guide (Wiki)?
Is this group says your return is wrong you must fix it
What is QRT?
This workflow is used to take someone offline
What is AC Status Change Request?