REVIEW
◉ MyBlock. Answer: Client-facing portal for document uploads,
appointment scheduling, and return tracking.
◉ Form 8879. Answer: IRS form used for remote or paper signatures
on joint returns.
◉ Peace of Mind® (POM). Answer: Optional product offering audit
support and accuracy guarantees.
◉ Tax Identity Shield®. Answer: (TIS) Protection product to
safeguard clients against identity theft.
◉ Spruce®. Answer: H&R Block's mobile banking platform for
refund deposits and financial services.
◉ Emerald Card® (EC). Answer: Prepaid debit card option for
receiving tax refunds.
◉ Block Academy. Answer: Online training platform for certification,
onboarding, and seasonal updates.