Question
Which of the following are true regarding Small Business Service Referrals (select all that apply): A referral portal is available on DNA to submit leads
Which of the following are true regarding Small Business Service Referrals (select all that apply):
A referral portal is available on DNA to submit leads (clients who could benefit from bookkeeping and payroll services).
Tax Preparers can easily track the progress of their leads to confirm that they are receiving the support and follow-up needed.
Small Business Services are performed by a remote team of H&R Block employees who only service clients with their bookkeeping and payroll needs. They do not serve tax preparation needs.
An incentive is available for Tax Preparers who submit a lead that moves forward with receiving bookkeeping and payroll services.
Mark for follow up
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