- Segment by discounts and offers
Many low-income customers will look for the least expensive option
where they can get the most money back.
is a great value for these prospects as taxes are complex, and for small business owners, freelancers, and people with side jobs, even more difficult.
Therefore, an automated direct mail strategy
can target with a message specifically designed for that audience segment.
- Better savings conditions
to customers about special tax exemptions for retirement savings and other facilities help build customer loyalty and keep them close to the company.
- Monitoring of expenses and payments in real-time
An automated strategy
allows keeping all the systems and units of the company linked to the same database that is monitored in real-time to program expenses, facilities, and other data related to clients to facilitate the tax season.
Through analytics and data management
, each client's needs can be known during tax season, and the best way to solve it can be proposed.