Tax Office Platform

Situation

Client is the owner of three tax offices and needed an all-in-one website for marketing, CRM, and staff management. Previously, while the client uses a tax software to file and manage tax documents, this software is not connected to the company’s website. Prospects who visited the company’s website had to manually call the office to provide their information, causing significant bottleneck. Furthermore, it was challenging to evaluate the website’s impact: how many people learned about the tax office through word of mouth versus seeing the website?

Solutions

Anfluss Team gathered requirements from client to build a custom website concerting marketing and CRM. Upon visiting the neatly designed front page, site visitors can request the type of tax or consulting services. The prospect’s requests are recorded to the backend, and a link to open an account with MyTAXPrepOffice portal is automatically sent to the prospect’s email. This automatic process reduces the client company time manually sending this portal’s link to prospects upon their email or text messages requests.

Staff can log in to the website and pick requested case to take charge of. An administrator account can assign staff to cases. Once a case has finished being worked on, staff can change its status to “finished,” and payment request through Stripe can be sent to clients. The administrator can manage assignments and status streamlessly.

Results

The custom website and CRM solution successfully streamlined the client’s operations. The automated portal link delivery system significantly reduced the time staff previously spent responding to email and text inquiries. Now, prospects receive instant access to the MyTAXPrepOffice portal upon submitting a service request.

The internal case management system empowered staff to take ownership of cases efficiently, while administrators gained full visibility and control over assignments and case status. Integrated Stripe invoicing further simplified the payment process, removing the need for manual billing.

As a result, the client can now seamlessly manage prospects, cases, and staff all in one place, enhancing productivity, improving client response times, and minimizing administrative workload. Overall, the client reported high satisfaction with the platform’s usability, time savings, and centralization of critical workflows.