Full Service
The meaning of TPA
What is Tax Prep Assistant?
Although it doesn't involve any fender benders or horns, this process gets us ready to greet and help our customers.
What is the Daily Commute?
Without this, we could not even begin to assist our customers.
What is You, the Expert?
True or False: when initially greeting the customer, you must tell them the number of years of experience you have.
What is False (number of years of experience is optional)?
Worked in Multiple States
Maybe the band, Devo, was inspired by this Full Service term when they wrote their most famous song.
What is WIP (Work in Progress)?
These key phrases which must be stated or typed on every contact help us deliver the best possible customer experience.
What is QoS?
The name of a 90s pop group, or going over and beyond for your customer.
What is Delight (Deee-Lite)?
This resource will not only help you find the answers to your customers' questions, but it will take you higher.
What is Elevate?
What is Other Tax Situations?
Leave Full Service
Release Client
Go Ghost
What are 3 ways to leave Full Service?
Good news for an actor, or what you should do if your customer's call is dropped.
What is callback?
True or False: You can transfer business customers who are using TTD Business to the Biz Team for assistance with preparing their returns.
What is False?
Access your download
What is Intuit Account?
This acronym could be pronounced SLAY and mean to do something exceptionally well; instead, it means the guidelines we use to handle Full Service returns.
What is SLA (Service Level Agreement)?
They say if you can't stand the heat, get out of the kitchen; but if your call gets hot, you should do these 4 things to de-escalate the situation.
What is HEAT?
Hear them out
Empathize
Apologize
Take Action
My Fees
What is Tax Tools>Tools?
The components of a great DIRECT note.
What is: Date, Issue, Resolution, and Expected Completion Time?
This group of inspectors don't have gadgets up their sleeves, but they sure know their taxes.
Who are QRT (Quality Review Team)?
What the Care Bears were good at, or the ability to make someone feel seen, heard, and understood.
What is Empathy?
Enter Tax-Exempt Medicaid Waiver payments from IHSS
What is either Wages & Income, either as a W-2 or a 1099?