COMPREHENSIVE QUESTIONS ANSWERS
◉ Block Works Online (BWO). Answer: Cloud-based tax preparation
system integrated with Work Center for preparing, reviewing, and
filing returns.
◉ Digital Drop-Off (DDO). Answer: Secure method for clients to
upload documents remotely without visiting an office.
◉ Approve Online (AOL). Answer: Remote signature tool allowing
clients to approve returns electronically.
◉ Tax Professional Incentive (TPI). Answer: Seasonal bonus
program based on revenue; up to 12.5% of tax season earnings.
◉ TRS Workflow. Answer: Tax Return Status tracker showing stages
like In Progress, Ready to Sign, E-Filed, Accepted, or Hold.
◉ Client Card. Answer: Sidebar in Work Center showing client
contact info, services, appointments, and documents.