QoS
What do you say to the customer in the first 15 seconds of a FS Call?
and
What do you say next, within 60 seconds?
This is/My name is _____ with TurboTax Live!
(15 sec)
I am a Trained (credential or Tax Expert)
Optional: Mention years of experience if you have 5 or more.
(60 sec)
This TTO product includes access to the following:
1) Itemized Deductions 2) Stocks, Bonds, ESPPs, Crypto 3) Auto import of investments
What is Live Premier?
The starting cost of TurboTax Live Premier.
What is $169?
This tool includes access to Engagements, Telephony, Schedule & Info Center.
What is Intuit Expert Portal?
This is the primary channel for customer facing support questions.
What is nicole15-support?
Did I resolve your issues today?
What is Resolution?
This TTO product provides access to the following: 1) W2 Income 2)1099-INT or 1099-DIV 3) Standard Deductionv4) Earned Income Tax Credit 5) Child tax credits 6)Student Loan Interest
What is Live Basic?
The starting cost of TurboTax Live Deluxe.
What is $119?
This searchable tool provides fast answers to tax topics, revenue code and tax research.
What is TaxBook?
This channel is used for NEW Agents that have customer facing support questions for agents.
What is nicole15-nesting?
To get started we will have you share your Turbo Tax Screen.
What is Smartlook?
This TTO product includes Basic and access Mortgage Interest Deduction and Charitable Deductions.
What is Live Deluxe?
The starting cost of TurboTax Live Self-Employed.
What is $199?
This tool is our primary form of communication with Managers, Leads and Tax Experts with access to many searchable channels.
What is Slack?
This channel is used for training questions.
What is nicole15-pre-production?
You may receive a survey, please tell the survey I answered your questions and I hope you can say you are satisfied with my service and that you would recommend us to your friends and friends.
What is Survey?
This TTO product includes 1) Tax Expert guidance for independent contractors, freelancers, and small business owners and 2) Schedule C income and expenses
What is Live Self-Employed?
The standard cost of TurboTax Live Basic.
What is $79?
This tool allows you to download a PII scrubbed tax file that can be imported into TurboTax Desktop.
What is Diagnostic Production Tool or Diagnostic File?
This channel is uses to have conversations with teammates within our POD and to post various shift status.
What is nicole15-watercooler?
I am a Tax Expert with over 20 years experience.
What is Introduction?
These TTO products provide Live Tax Expert guidance and a final review from a tax expert.
What is Live Basic, Deluxe, Premier and Self-Employed?
The date you file your TurboTax Live Basic return by to get the $0 promotion. (Additional $39 Charge per State)
What is March 31?
This tool is a web-based customer service checklist required to complete for every engagement.
What is B4D?
This channel serves as our team room.
What is ttlive-rwilson?