Where are They?
Jenny Scotto Di Carlo
Diane Larman
Jessica Delgado
Who are our tax pros?
All of this belongs in the notes in appointment manager.
What is EVERYTHING the client said on the phone to confirm, the virtual options discussed with the client, as well as, expectations set with the client.
Or all the methods used to contact client which at the very least should be voicemail and email.
The discussion with clients about virtual options start when this happens.
What is the first (AND EVERY) contact the client has with the office.
When confirming appointments, we should be doing this.
What is ask clients to upload documents, set expectations and lots of notes? We should also be noting every method (at least voice mail and email) used to contact client.
Spruce
What is our Online Banking Product that can help with financial health. Get you refund up to 6 days early, your paycheck 2 days early, and a virtual card when you sign up in just a few minutes.
This is how these tax pros should receive recognition.
What is District Teams page, Wall of Wow and Block stars, like all the TPs?
A proper hold note includes all of these.
What is (a) Why the return is on hold (b) what is needed from Tax Pro and Client (c) when the CLIENT expects to finish the return and how.
Clients do not like to come to the office for an in-person visit. We can offer these types of appointments instead.
What are video and phone.
Heather's Confirmation Poem!
What is Today Plus 2, NO BLUE!?
Refund Transfer
What is pay nothing out of pocket for $42 dollar fee you can have the fees with held from the refund?
This is how these TPs will serve clients.
What is through TEAMs, with screen share and taking control?
This is when we leave WIP notes.
What is EVERY TIME we contact (or try to contact) a client.
When setting an appointment and making campaign class, this should be sent to start the service.
What is a Digital Drop off?
If the front desk takes in an in office drop off, we may miss the client if the following steps are not completed.
What is (a) start the drop off service in Work Center (b) send the TP a message in Teams and make sure they react to it when it is started (c) put prep appointment for TP so they see it.
Tax Identity Shield
What is a protection for $35 dollars (10 for additional family members), monitor social security number, monitor the dark web, restore identity if needed? All associates get this for free!
What is to WIN THE SEASON?
These are the many reasons why there should not be a note in Work Center or Appointment Manager.
What is THIS IS A TRICK QUESTION, there should always be notes!
Before we scan documents in, we should try this method of capturing documents, preferably before clients come into the office.
What is a document upload through MYBLOCK?
These are done to make sure we are getting clients in the office that do not have appointments, we should also send a DDO link every time one is made.
What are Calling Campaigns calls?
Emerald Card
What is a prepaid master card that can be issued in the office and monitored through the MYBLOCK app?
The remote TPs belong to this MTLs Team.
What is all of them? We are ONE TEAM!
Heather will use this as a punishment if you leave too many notes!
What is NOTHING? There is no such thing as too many notes! NOTES! NOTES! NOTES!
Clients do not have to bring their kids out into the freezing cold snow. They can sign and pay for their return using this.
What is Approve On Line?
White Glove confirmation calls are made to each Small Business Client by this person.
What is the Small Business Certified Tax Pros?
Peace of Mind
What is Heather's favorite product? For $40, audit support, tax notice services and reimburse up to $6000 for additional tax liabilities. Good for the life of the return!