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Glenna Harris
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Glenna Harris2024-01-10 10:25:102024-01-10 10:25:10Feb26_P3-Booking confirmation
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Shermeen Beg
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Shermeen Beg2024-01-10 10:18:112024-01-10 10:36:32Inperson Disclaimer statement
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Shermeen Beg
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Shermeen Beg2024-01-10 10:15:442024-01-10 10:36:45Tip sheet for explaining tax filing outcomes to clients
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Shermeen Beg
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Shermeen Beg2024-01-10 10:14:202024-01-10 10:36:50Sample client intake form WoodGreen
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Shermeen Beg
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Shermeen Beg2024-01-10 10:12:562024-01-10 10:36:52Virtual STF-sample disclaimer statement
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Shermeen Beg
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Shermeen Beg2024-01-10 10:04:422024-01-10 10:36:54Virtual STF-Appointment outcomes sample form
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Shermeen Beg
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Shermeen Beg2023-11-22 10:22:122024-01-10 10:36:58STFiling_IntroGuide_Nov2023_FINAL-s
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Shermeen Beg
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Shermeen Beg2023-10-26 11:31:392024-01-10 10:37:00Oct2023_STFiling_virtual Client recruitment script_FINAL-s
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Shermeen Beg
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Shermeen Beg2023-10-26 11:30:492024-01-10 10:37:02Oct2023_STFiling_In-person Appointment outcomes_FINAL-s
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Shermeen Beg
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Shermeen Beg2023-10-26 11:30:102024-01-10 10:37:05Oct2023_STFiling_In person Client recruitment script_FINAL-s
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Shermeen Beg
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Shermeen Beg2023-10-26 11:29:152024-01-10 10:37:06Oct2023_STFiling_Document and income eligibility check_FINAL-s
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Shermeen Beg
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Shermeen Beg2023-10-17 08:53:252024-01-10 10:37:10Client preparation checklist
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Glenna Harris
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Glenna Harris2021-04-07 16:59:262021-04-07 16:59:37Feb26_P1_Guide to Virtual Self-file model
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Glenna Harris
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Glenna Harris2021-04-07 16:56:482021-04-07 16:58:15Feb26_P9_Introduction scripts
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Glenna Harris
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Glenna Harris2021-04-07 16:55:362021-04-07 16:55:43Feb26_P10_Recruit
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Glenna Harris
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Glenna Harris2021-04-07 16:54:392021-04-07 16:54:50Feb26_P8_Outcomes measure
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Glenna Harris
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Glenna Harris2021-04-07 16:53:562021-04-07 16:54:03Feb26_P7_Quick tips
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Glenna Harris
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Glenna Harris2021-04-07 16:52:412021-04-07 16:52:48Feb26_P6_Document Check
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Glenna Harris
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Glenna Harris2021-04-07 16:51:442021-04-07 16:51:52Feb26_P5_Client intake form
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Glenna Harris
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Glenna Harris2021-04-07 16:50:452021-04-07 16:51:02Feb26_P4-Disclaimer
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Glenna Harris
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Glenna Harris2021-04-07 16:46:582021-04-07 16:48:04Feb26_Pt3_Common tax slips
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Glenna Harris
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Glenna Harris2021-04-07 16:45:132021-04-07 16:45:46Feb26_P3_Client profiles
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Glenna Harris
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Glenna Harris2021-04-07 16:43:262021-04-07 16:43:49Feb26_P2_Email template
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Glenna Harris
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Glenna Harris2021-04-07 16:40:562021-04-07 16:41:27Feb26_Pt3_Common tax deductions
