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Engagement Team Meeting

An illustration of a team meeting in a modern office setting, with members discussing performance metrics and tax season planning, featuring charts and statistics in the background.

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

11 Questions3 MinutesCreated by AnalyzingData527

How many Assisted Returns have you completed since 4/7?

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

Who has the highest Intent to Return Scores?

What market is seeing the best YoY performance for this season?

East

Central

West

Franchise

What is the difference between the # of scheduled appoints we have through 4/14 and the clients we need to hit plan?

What form or schedule is most common and drives a majority of Small Biz returns?

Now that we are catching PY performance, how do we feel about hitting Tax Season return targets?

What are some forward looking metrics we can look at to predict return volumes the next 10 days?

How many active Spruce users do we have?

What usage category have the highest transactions for Spruce?

Adjustments

Fees

Money In

Money Out

Transfers

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