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Clients can reach us in so many ways, it is important to watch for first contact. When we provide prompt service, clients notice. Timely service shows clients we care and builds trust. Trust keeps clients returning, prevents service breaks, is important to grow business, and increases the tax preparer's client base.

Which of the following is the best way to watch for clients that need service?

SELECT ONE

a Checking your email at the beginning of every shift is the best way to see if you have any clients that need anything from you because this is the easiest way for clients to get you their documents and ask questions. You can even send them copies of the client handouts to answer some of their questions.

b My Dashboard in Work Center in is where it all happens, so stay logged into Work Center all day and keep an eye on the messages and alerts that come in$.$

c Keeping an eye on Appointment Manager is a great way to watch for your clients, You can tell if they have uploaded documents to you ahead of their appointment and check if they have a MyBlock account.

d The CSP will always keep your notes coming about each client, so they are your best resource for knowing when clients have dropped off documents for you and when appointments arrive. It is critical that we get to be best friends with the CSP so that they will give you all the new clients that come in and not worry about client matching.