Whatfix - where you would go to give refunds if cx is eligible, Lookup Online Account - If a case doesn't pop, Smartlook - "magical" tool that enables you to co-browse with the cx and see what is on their TurboTax screen. , Help Panel - resource for answers, OII CSR - where you can see last login time and date for each account and account status , Case Actions - where to view an order, Reactivation Request - Account shows inactive - where would you find the link to reactivate for the customer, EFE - shows the status of the cx's efile. , Webserve - used when customer does not get their refund due to offsets from the IRS so there are pending fees, Status - where you change your case to closed,

Salesforce Tool Review

Leaderboard

Visual style

Options

Switch template

Continue editing: ?