Packages
What are the two Basic 50 bundles?
50 Returns with 2 states
What Add-On Product uses one of our partnered banks to ensure our customers get payments from their clients?
Pay-By-Refund
Do we offer fixed pricing on ProSeries?
No
What requirements for eligibility should a customer meet before signing up for DPO?
Confirm the account is not on hold or suspended, confirm that the Not Eligible for DPO box is not checked, quote must be greater than 1,200
Not Including Pay-Per-Return or Choice 200, what is one of the Professional Packages we offer?
1040 Complete or Power Tax Library
What free add-on offers customers a way to gather client information conveniently through a link inside of ProSeries?
Intuit Link
What are two renewal discounts that are available to customers?
Early Renewal and Auto Renewal
True or False: We are allowed to edit contracts in anyway we need to in order to satisfy the customers needs
False. We can add to contracts but we cannot take away from contracts
True or False: A Fast Path is needed for every other package except Pay-By-Refund.
False. Pay-By-Refund is not a package and Fast Path is required for all packages.
This allows customers to make payroll forms like 1099s and W-2s for clients
Quick Employer Forms (QEF)
What is the different between a Promotion and an Entitlement?
A Promotion expires after a set time, it is available to all customers, and can be offered by all experts. An Entitlement is permanent, specific to each customer and can only be offered by account managers.
Scenario: If an existing CX calls in only wanting to do 150 Individual returns a year, what package would we potentially offer them?
Individual Complete
This add-on allows customers to import data from scanned documents like 1099s and W-2s to have it populate the field inside of PS.
When a customer is getting ready to give us card information over the phone for the renewal, what must we do to ensure that the customers information is protected?
Pause Phone Tool Recording
Scenario: A PowerTax Lite customer calls in and wants to know if they can change their package and then change back if they find the new package doesn't suit their needs. Is this possible?
No. PowerTax Lite is no longer an offering and once a CX leaves the package they cannot go back to it.
This product helps customers manage day to day task with a client portal, document management, two-way calendar sync, and automated to-do list.
Intuit Practice Management
How do you calculate the break-even point for a customer?
Multiple the PPR fee by the number of returns the CX expects to prepare and compare pricing to packages, take any discounts into consideration, add the fast path license