Your client,$\_$Louisa, tells you that she realized she received some kind of document from the bank this year but forgot to bring it with her to the appointment. She thinks it's from her new savings account and is regarding interest.

She is worried about finding time to bring the document back in and finish the return due to her busy work schedule.

What solution$($s$)$ can you offer Louisa?

SELECT ONE

a You can explain to Louisa that while she will need to drop the form off so it can be scanned into her documents account, and you can send her a link to approve everything online when you have it finished. This way she does not have to make two more trips back into the office.

b You can explain to Louisa that she can snap a picture of the form and upload it through her MyBlock app. It will then come to you securely and you can add it to her return. When you are finished with her return, you can send it to her via Approve Online and she can review and approve it directly from her phone, computer, or even tablet.

c You can explain to Louisa that she can upload the document to her MyBlock account when she gets home so that you can add the information, but you will need to schedule an appointment with her in person to complete the return if she wants to use any of the bankrelated products such as Refund Transfer.

d You can explain to Louisa that she can just stop in the office anytime and someone will be able to help her if you are not available. It should only take a few moments to add the form and complete the return.