Question

Question 4 of 10. Clients on hold should be contacted every ____ days. Two Three Five Seven Mark for follow up Question 5 of 10. Which products can be used to drive growth in Quarter 4 to Quarter 2? Second Look, Tax Identity Shield, H&R Block Emerald Prepaid Mastercard, Spruce. Peace of Mind, Refund Advance, Refund Transfer, Spruce Peace of Mind, Tax Identity Shield, H&R Block Emerald Prepaid Mastercard, Spruce Peace of Mind, Tax Identity Shield, Refund Advance, Second Look Mark for follow up Question 6 of 10. Which of the following statements or questions IS included in your FY24 Q4 to Q2 tracker? The number of returns you completed in BWO The number of new clients you served today How many extensions were converted today? How many returns did you complete today? (Paid returns) Mark for follow up Question 7 of 10. When would you confirm the price of the service with the client in the TNS workflow? At the beginning of the appointment After entering the letter into the TNS workflow. After interpreting the letter and offering advice to the client. At the very end of the appointment Mark for follow up Question 8 of 10. What workflow should be started to capture client's initial date of contact regarding a Tax Authority Notice?

          Question 4 of 10.
Clients on hold should be contacted every ____ days.
Two
Three
Five
Seven
Mark for follow up
Question 5 of 10.
Which products can be used to drive growth in Quarter 4 to Quarter 2?
Second Look, Tax Identity Shield, H&R Block Emerald Prepaid Mastercard, Spruce.
Peace of Mind, Refund Advance, Refund Transfer, Spruce
Peace of Mind, Tax Identity Shield, H&R Block Emerald Prepaid Mastercard, Spruce
Peace of Mind, Tax Identity Shield, Refund Advance, Second Look
Mark for follow up
Question 6 of 10.
Which of the following statements or questions IS included in your FY24 Q4 to Q2 tracker?
The number of returns you completed in BWO
The number of new clients you served today
How many extensions were converted today?
How many returns did you complete today? (Paid returns)
Mark for follow up
Question 7 of 10.
When would you confirm the price of the service with the client in the TNS workflow?
At the beginning of the appointment
After entering the letter into the TNS workflow.
After interpreting the letter and offering advice to the client.
At the very end of the appointment
Mark for follow up
Question 8 of 10.
What workflow should be started to capture client's initial date of contact regarding a Tax Authority Notice?

Question 4 of 10.
Clients on hold should be contacted every days.
Two
Three
Five
Seven
Mark for follow up
Question 5 of 10.
Which products can be used to drive growth in Quarter 4 to Quarter 2?
Second Look, Tax Identity Shield, H R Block Emerald Prepaid Mastercard, Spruce.
Peace of Mind, Refund Advance, Refund Transfer, Spruce
Peace of Mind, Tax Identity Shield, H R Block Emerald Prepaid Mastercard, Spruce
Peace of Mind, Tax Identity Shield, Refund Advance, Second Look
Mark for follow up
Question 6 of 10.
Which of the following statements or questions IS included in your FY24 Q4 to Q2 tracker?
The number of returns you completed in BWO
The number of new clients you served today
How many extensions were converted today?
How many returns did you complete today? (Paid returns)
Mark for follow up
Question 7 of 10.
When would you confirm the price of the service with the client in the TNS workflow?
At the beginning of the appointment
After entering the letter into the TNS workflow.
After interpreting the letter and offering advice to the client.
At the very end of the appointment
Mark for follow up
Question 8 of 10.
What workflow should be started to capture client's initial date of contact regarding a Tax Authority Notice?

Added by Belen T.

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