Ctc_quiz_7

5 Questions | Total Attempts: 61

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Ctc_quiz_7

Take this quiz upon completion of sections 22-25


Questions and Answers
  • 1. 
    Giving away some information for free helps to demonstrate your value and get new clients.
    • A. 

      True

    • B. 

      False

  • 2. 
    After receiving a call of interest or a lead name the next step in the CTC process is:           
    • A. 

      Request tax returns

    • B. 

      Sell a maintenance package

    • C. 

      Diagnose the tax return

    • D. 

      Ask for tax strategy appointment

  • 3. 
    The following are included in the CTC toolbox:
    • A. 

      Sample sale scripts

    • B. 

      Tax return roadmap

    • C. 

      Press release sample

    • D. 

      CTC logo files

    • E. 

      All of the above

  • 4. 
    Your password for the CTC message boards is:       
    • A. 

      You establish it on your first login

    • B. 

      The same as your TaxCoach Software password

    • C. 

      The first 8 characters of your tax coach user ID

    • D. 

      None of the above

  • 5. 
    To update your bio page for CTC.com directory listing:
    • A. 

      Update planner info in TaxCoach Software

    • B. 

      Email bio in word format to [email protected]

    • C. 

      Use CTC toolbox link

    • D. 

      Fax to AICTC

    • E. 

      All of the above