135k views
0 votes
A client would like to remove Tax Pro Review. How is this situation handled?

a. Let the client know they can remove it on the Overview page.
b. Transfer the client to Product Support.
c. Raise a flag and ask a supervisor to remove Tax Pro Review.
d. Let the client know that once added, Tax Pro Review cannot be removed. However, the client can start a new account without it.

1 Answer

7 votes

Final answer:

The most appropriate way to handle a client's request to remove Tax Pro Review is to Option D. let the client know they can do it themselves on the Overview page.

Step-by-step explanation:

It is possible for a client to remove Tax Pro Review. The best way to handle this situation would be to let the client know that they can remove it on the Overview page. Option a states that the client can remove Tax Pro Review on the Overview page. This would be the most straightforward and efficient solution to the client's request. Option b suggests transferring the client to Product Support, which might not be necessary if the client can remove it themselves. Option c, raising a flag and asking a supervisor to remove Tax Pro Review, might be an unnecessary additional step. Option d states that once added, Tax Pro Review cannot be removed. However, this is not accurate as clients can remove it on the Overview page. Therefore, option a is the correct solution to this situation.

If a client wishes to remove Tax Pro Review from their service, the correct option is to inform them that they can remove it on their own. Specifically, they should be guided to the Overview page where they can manage their services and make the necessary changes. It is not required to transfer the client to Product Support, nor to raise a flag for a supervisor to remove the service. Additionally, stating that the service cannot be removed would be incorrect, as it is indeed possible for the client to remove the Tax Pro Review feature themselves, contrary to the need to start a new account.

User Vidy
by
8.3k points

No related questions found