Basic Troubleshooting
Potpourri
Tax Tools
Customers
Metrics/QoS
100

This browser setting deletes temporary files saved from websites. 

What is clear cache and cookies?

100

A sloop, yawl, ketch and a schooner are all types of these…

Boats

100

This tool lets an agent check the status of e-filed returns.

what is EFE?

100

This number is unique to each customer to identify them.

What is an Auth ID?

100

This survey metric tracks if a customer would recommend TurboTax to their friends and family. 

What is Net Promoter Score?

200

This must be signed in and active to access our shared drive.

What is Google Sync?

200

Parts of its cycle are full, new and quarter phases

The moon

200

Where to look for a customer's prior orders of TurboTax.

What is Salesforce?

200

Where to see if a customer has multiple accounts.

What is CSR?
200

This metric measures my attendence

What is shift adherence?

300
This is an alternative to Smartlook for browsing a customer's entire screen. 

What is Glance?

300

What is the closest star to us?

The Sun

300

The place I check when logging in for my shift

What is ttl-epperson slack channel

300

Tool to check if the customer's refund has been received (refund transfer customers) only.

What is Webserve?

300

This Metric tracks whether a customer's issues and questions were completely answered.

What is Customer Resolution?

400

This is where you would change your status between available, breaks, and daily huddle.  

Telephony

400

What is the two-letter postal abbreviation for Maine?

Maine
400

This site houses our expert communities, announcements, knowledge sharing and best practices.

What is Elevate?

400

TTD customers need to do this to register their software

What is create a new TTO account

400

This is metric is measured for Quality of Service. 

Branded Greeting

500

This is what you use to request lead support.

What is a slack workflow?

500

Which restaurant sells the Flamethrower Grillburger (save room for a Blizzard)

Dairy Queen

500

This tool allows us to view the customer screen to assist with logging in

What is Glance

500

We verify these four pieces of information before providing sensitive information to a customer. 

  • What are:
    First and last name of the primary or secondary taxpayer on the return
  • Last four numbers of the Social Security number (SSN) of the primary or secondary taxpayer on the return
  • Birth year of the primary or secondary taxpayer on the return
  • ZIP code on the return
500

Share your TurboTax Live screen satisfies this Quality of Service Metric. 

What is Smartlook?