H&R Block DIY Online Midterm Test
Review
_________ and ________ make up your overall class score. - answer Midterm and
Final test score
To pass this class you must earn a ________ % overall average on your tests. -
answer80%
___________ is the tool used for contact management. - answer Salesforce
In the year ________ , the Bloch brothers opened their tax return company. -
answer1955
_________and __________ are additional support features only available in the Online
product. - answerTax Pro Review and Online Assist
Premium and Business tax preparation is only available in which DIY product? -
answerH&R Block's tax software
Emerald Advance and Spruce cards are examples of ______________ services H&R
Block offers. - answermobile banking
__________ clients use a username and password to access their tax preparation
program. - answerOnline
_____________ clients download and install the tax preparation program. -
answersoftware
__________ is used in the training class to keep actual client information safe. -
answerTraining salesforce
Call/Phone agents use ______________ to conduct the phone conversation with a
client. - answersalesforce flow
Chat agents use _______________ to conduct the chat conversation with the client. -
answerchat script tool
Click ______________ to add a knowledge article to a client case. - answerattach
article
Review
_________ and ________ make up your overall class score. - answer Midterm and
Final test score
To pass this class you must earn a ________ % overall average on your tests. -
answer80%
___________ is the tool used for contact management. - answer Salesforce
In the year ________ , the Bloch brothers opened their tax return company. -
answer1955
_________and __________ are additional support features only available in the Online
product. - answerTax Pro Review and Online Assist
Premium and Business tax preparation is only available in which DIY product? -
answerH&R Block's tax software
Emerald Advance and Spruce cards are examples of ______________ services H&R
Block offers. - answermobile banking
__________ clients use a username and password to access their tax preparation
program. - answerOnline
_____________ clients download and install the tax preparation program. -
answersoftware
__________ is used in the training class to keep actual client information safe. -
answerTraining salesforce
Call/Phone agents use ______________ to conduct the phone conversation with a
client. - answersalesforce flow
Chat agents use _______________ to conduct the chat conversation with the client. -
answerchat script tool
Click ______________ to add a knowledge article to a client case. - answerattach
article