Engagement Team Meeting
Engagement Team Meeting Quiz
Test your knowledge and skills with our Engagement Team Meeting Quiz! This quiz is designed for team members to assess their understanding of key performance metrics and operational insights related to our tax season activities.
- Understand recent performance trends
- Evaluate product attachment rates
- Predict upcoming return volumes
When is a DIY unit counted?
Paid/Transacted
Submit to the IRS
Accepted by IRS
Return is finished
What product has the highest attachment rate to a return?
Emerald Card
Spruce
Tax Identity Shield
Peace of Mind
Refund transfer
What market is seeing the best YoY performance for this season?
East
Central
West
BA
Franchise
What is the difference between the # of scheduled appoints we have through 4/14 and the clients we need to hit plan?
Now that we are catching PY performance, how do we feel about hitting Tax Season return targets?
What usage category have the highest transactions for Spruce?
Adjustments
Fees
Money In
Money Out
Transfers
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