The Hub

• What if my messages are saying they haven't been sent?
• What if I get an error in the Hub saying I can't access a page?
• Should I download any client documents?
• What do I do with duplicate tickets?
• Why did my client change to Ready for Review without me updating it?

Uploading

• What if a client has security concerns?
• What if a client is struggling with the uploading process, or is not understanding the selfie requirement?
• What if a client has decided that they want to see a site in person or do drop-off/valet service?
• What if a client is hesitating, or moving more slowly than usual through the process, or dragging their feet for some reason?

Process

• Does a client need to file an extension? What if they are worried about the deadline?
• What if a client is looking for the stimulus/EIP payout and has no income?
• What if a client is rude, or responds with profanity?
• How do I help a client that is locked out of their account?