Bottom Line:
Automated Status systems save money and
improve customer service.
Statement of Need:
We would like to reduce incoming “Where’s
My Check?” calls and provide outstanding
customer service.
Tax return status calls can interrupt
new client tax preparation and other business
activities. The calls are important and must not
go unserviced, just like your calls for new bookings.
Assumptions:
• Employee
labor: $0.20 / minute, it's usually more when
considering benefits.
• Each return inquiry takes about 5 minutes
for a human to process, this includes numerous
phone calls (industry experience reports that
6 calls per e-file are received, just for tax
status) employee chit-chat, coffee breaks all
add up.
• Each return costs about $1.00 to manually
process tax return status, that is, if each employee
is busy 100% of the time and has no idle time
and does not require training, otherwise it will
be more.
Industry Standard Solution:
A standard solution is an automated tax return
status system that can automatically transfer
calls directly to the IRS/FMS/Bank/Offices. A
system that is tied directly to your check printing
is required in order to provide the best customer
service and timeliest reporting of "your
check is in."
Benefit Analysis Summary:
If your tax status system costs you less than
$1.00 per return you are financially ahead. With
a status system like VoxMon
or TaxVoice
you will be improving your customer service while
reducing the risk of exposing confidential information
of your clients through your employees. If your
status system can automatically connect your client
to the IRS/FMS/Bank without clients calling your
store, you will save labor from those calls as
well.
Click to review VoxMon,
TaxVoice
