Client Support Representative
Analyze tax returns for clientele and provided sufficient support for tax preparers to complete their work using Drake Tax Software.Have received and made approximately 80,000 phone calls from/to clients to provide solutions to their issues with using the tax and accounting softwareDocument every call received and made, detailing the solutions given.Ensure clients are aware that it is time to renew their software subscription.Determine appropriate department(s) to transfer clients' question(s) unrelated to my specialtyExecute transfers of confidential information and documents to and from clients.