Intake Specialists are essential to the virtual tax prep process. From their assessment of the taxpayer's situation to determining what information or documentation is still needed , Intake Specialists are key to ensuring a smooth tax prep process.
Site: Virtual Tax Preparation Program (online)
FIRST SHIFT? Please be sure to review the INTAKE SPECIALIST training to become familiar with the Hub - the online file management software used to manage and communicate with taxpayers.
Accounts Required:
- Slack - We will send you an invite to create an account prior to your first shift
- The Hub - You will receive an invite from GetYourRefund.org to create an account
PLEASE NOTE that we will do our best to get your accounts setup as fast as possible, but please keep in mind things don't always move as fast as we hope they do. So your patience is greatly appreciated.
