Live from #TurboTaxLifeLine 2015

This week I had an amazing opportunity to join the TurboTax social team in San Diego for what Intuit calls “LifeLine”…the final push before tax day where Intuit employees gathered to help answer the thousands (and thousands) of last minute questions from customers before the filing deadline. I was asked to blog live from the front lines, and my updates were posted on Insights (Intuit’s intranet) and sent out via SNAP (Intuit’s internal newsletter). I thought it was such a great experience that I had to share it here too…

Tuesday, April 13, 12:37am

I started yesterday (Monday) morning at 5am with a text exchange with fellow colleague Madeline Reeves (who was also here at LifeLine today) about how hard it was to get up so early & commute down to San Diego today (her from Seattle, me from Palm Springs)…after spending the day with the LifeLine team, I realize just how worth it that early morning was.

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One of the highlights was sitting at the Social Team table with Jim McGinnis & Ken Wach – two Intuit VPs who surely could have said they had more important things to do than answer TurboTax customer questions…but there they were, sleeves rolled up, right with the rest of us. It was also humbling to see that in the midst of the numerous questions about why returns were $29.99 instead of free, or how they can get their money back for the duplicate TT purchase they made, there were questions that we were able to answer that somehow felt like we were making our customers’ life a little easier.

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As a remote employee, I miss most of the holiday parties, costume contests, and sadly, sometimes camaraderie…but today I felt like we all came together to Deliver Awesome to our customers.

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Wednesday, April 15, 1:37am

#TurboTaxLifeLine – Day 2

If Monday was a LONG day…the word for Tuesday was hectic!

Tuesdays in our AAG world are known as #TSheetsTuesday. One of our highest rated QuickBooks Online App partners, TSheets Time Tracking, has created a “can you top this” atmosphere where Intuit employees, partners, and ProAdvisors try to one-up each other each week with the best TSheets Tuesday photos featuring their trademark “supersoft Tshirts”. Yesterday, team AAG got to bring TSheets Tuesday to #TurboTaxLifeLine here in San Diego, and present Scott Cook with his first TSheets Tshirt.

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Since Starting at Intuit 18 months ago, I’ve repeatedly been impressed by our leadership team’s “do as I say AND as I do” attitude, which always inspires me. I mentioned Monday how much it meant to see Jim McGinnis & Ken Wach in the trenches with us. Yesterday the cafeteria was packed again with employees from all over the place, uniting for one common cause: to do the nation’s taxes. I was honored to have the chance to personally thank Scott for setting the example for us and showing us how we win together. Just like a proud dad, he beamed back at me and said “well, our customers need us this week more than ever” and off we went, back to the AnswerXchange queue to see if we could delight another TurboTax customer.

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In a company as big at Intuit – it’s so easy to feel like you’re such a tiny part of the big picture…but Tuesday we had this huge reminder that we’re all #OneIntuit.

Wednesday, April 15, 10:29am

Coffee!

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It’s officially TDay – the mood (and the music) is more tense today. Even the social table could be mistaken for the “anti-social table”. Lots of heads down. We’re in the home stretch, and the suggestion board sums up my thoughts quite nicely. I think the whole San Diego LifeLine crew is running on coffee and passion to deliver awesome to our customers – one more day, team!

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Thursday, April 16, 9:45am

Perspective. Exhaustion. Empathy. Gratitude.

I can sum up my lifeline experience in those four words.

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Coming from the QuickBooks world, I now have a new perspective on the role that our TurboTax care team plays – especially leading up to Tax Day. Having never been on the front line before, I had no idea the sheer volume, nor the vast array of topics that our customers struggle with to do their taxes. While some companies might feel that determining the depreciation schedule for chicken coops, whether someone should or shouldn’t be paying tax in Yonkers, or how to account for the $8,000 that a student earned from his father last Summer is not a software company’s problem, Intuit brought all hands on deck (including experts for each state), and did everything we could to help each and every one of them.

April 15 is sort of like the marathon finish line for most of my partners. They finally make it, but celebrating is the last thing on their mind – sleep is first. They’re exhausted. April 16 is a day of recovery for most tax accountants. With my partners, most of the last four weeks has sounded something like “That will be great, let’s talk after April 15”. This year, I finally understand (in a very small way) what that must feel like. We had agents chatting away until 9pm last night…it almost felt like a New Year’s Eve countdown…thank goodness it didn’t have to wait until midnight (everyone might have fallen asleep).

After this week, I have a new dose of empathy for my firms & what they go through. Yes, I only spent 3 days at LifeLine, but it makes me feel like I’ve lived in their shoes even if it’s for a short time. The pressure and the pace were just mini-windows into the end of tax season, and now I know exactly how my firms must feel.

Finally, I am so filled with gratitude to Intuit, and to the team who does this full time. I’m thankful that we have agents who sift through these questions and help these customers all day, every day. I’m grateful that our company chose to give the rest of us a chance to ride along for the week and see how it’s done. And I’m thrilled to have the chance to share it with all my colleagues and recommend LifeLine to anyone who has the opportunity to do it next year. I’ll happily save a seat for you.

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