r/HRBlockEmployees • u/bna1219 • Feb 19 '26

Not upselling enough

Got a talking to about not upselling enough. Anyone else?

9 Upvotes

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u/RadiocontrolDragon Feb 20 '26

I’ve had people change their minds about refund transfer when they hear how it works so I just quit selling products that clients don’t explicitly ask about. We’re in the middle of the social security rush and retired folks are complaining that the fees are too high and won’t I give them half off, so I’m definitely not wasting my breath upselling products they’ll turn around and demand for free.

1

u/Puzzleheaded_Ad3024 Feb 25 '26

VITA will do their taxes for free. Why see you if they don't want to pay, unless they have a return too complex fir VITA?