Client Intake & Processing
Answer the questions based off of what you learned via the training video
Date
*
/
Month
/
Day
Year
Date
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
What is the main purpose of the client intake process?
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To collect all necessary documents and information before preparing a tax return
To prepare the return without any client involvement
To send promotional emails to clients
To skip the verification process
Which platform do we use for clients to upload their tax documents?
*
Google Drive
Dropbox
Jotform
Email attachments
True or False: We use DocuSign to obtain required signatures on tax documents.
True
False
Why is it important to have clients complete the intake process before starting their return?
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It ensures all information is accurate and complete
It helps avoid delays and errors
It keeps client data secure
All of the above
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