Lead Tools
Best Practices
Resources
Full Service
Research
100

This tool is used to view live and historical chats. 

What is Triton. 

100

System used to get Internet Reimbursement.

What is Concur? 

100

Customers go here to check the status of their refund. 

What is Where's My Refund?

200

This method includes:

Hearing out their concerns

Empathize

Apologize

Take Action

What is the HEAT method?

200

This resource is helpful in understanding the FS process from beginning to end. 

What is the FS E2E guide? 

300

This tool offers a one-time link to share PII that expires after viewing it or a specified time. 

What is Tin Can?

300

844.333.2112

What is the number to the help desk?

300

We go here to to engage in discussions, ask questions, and share tax knowledge with others.  

What is the TurboTax Community? 

400

These are personal attributes that enable someone to interact effectively and harmoniously with other people. 

What are soft skills? 

400

A customer that has an open Full Service Engagement and the customer  requests assistance outside of the engagement.

What is FS Triage? 

500

Here, you can engage in practice scenarios to increase your understanding of TurboTax products and problem-solving capabilities. 

What is the product playground? 


500

Hint: This is one of (5). 

  • Integrity Without Compromise

What are Intuit values? 

500

The virtual fitness program that offers stretching and yoga classes.

What is Exos? 

500

You check here for the turnaround time for QRT reviews. 

What is Elevate - Full Service Lead & Manager Community?

500

This platform allows you to have real-time conversations with anyone at Intuit. You can research, group chat, and share files.  

What is Slack?