From dreaded experience to more approachable one: helped the underdog tax platform stand out to consumers by redefining the value of a simpler, smarter filing experience.

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The Industry: Financial & Banking

The Rub: Most consumers dread the impending date of April 15th or Tax Day in the USA. That’s because the process is often lengthy, complex, tedious, time-consuming, costly and ambiguous. The process is also frustrating because many Americans spend thousands throughout the year thinking they will get it back – and they don’t. Not enough tax filers know the basic education for preparation, paperwork gathering, filing, submitting and payment/payout. 

The Mindset: I just want to get this day over with fast and not have worry about it until next year. Or I need to take my filing step by step over a period of time based on the nature of what I’m filing. 

The Urgency: Seeding education, tips, advice and preparation help with tax filers early is the key to gaining trust and winning them over. Especially with the amount of tax filing platforms out there today. Filing digitally with an alternative to the popular, costly programs like H&R Block or Turbo Tax can save you time, money, hassle. 

The KPIs: Tax program sales. New audience engagement. Home sales. Foot traffic. New audience engagement.