Tax Solutions Chatbot

Customers often find it difficult to understand the working of a tax service bureau and the services provided by it. If your customers are going through something similar, it is a wake call for you to switch to chat automation that can handle explaining all the professional tax software, financial services, or bank products to the tax payers. It can generate a massive amount of leads for you, no matter whether you're a big or a small business owner.

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Features and Benefits :

1. The chatbot asks the customer to select one of the three models that the company offers for the different needs of their clients, namely VTAX (for entrepreneurs that want flexibility), TAX (for serious entrepreneurs just getting into tax business), and EXPERT (for the tax pro who wants to enhance business through tech).

2. It asks them to select a date and time for a no-obligation consultation call.

3. It collects their phone number and email address.

4. It can be used by mortgage lending agents to explain the wide range of tax solutions/services that the company offers.

5. It can help small-business owners in building a good marketing strategy for themselves.

6. Such chatbots can act as tax preparers for tax payers.

7. It can save a mortgage agent's time spent on dealing with tax leads.

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Manager of IT Services

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50M - 250M USD

The TARS team was extremely responsive and the level of support went beyond our expectations. Overall our experience has been fantastic and I would recommend their services to others.

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Lindsey Roark Mayes

Ex-Director of SOS IT (State of Indiana)

Lindsey Roark Mayes
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Government

Implementing a chatbot revolutionized our customer service channels and our service to Indiana business owners. We're saving an average of 4,000+ calls a month and can now provide 24x7x365 customer service along with our business services.

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Healthcare and Biotech

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The Tars team has been wonderful to work with. We've used them for a few years and just expanded their tools' use; the customer support they offered was unmatched. I appreciate everything they have assisted us with. The platform itself is very user-friendly and straightforward to navigate. It had all the features we needed; if not, they added it.

Levi Eastwood

Levi Eastwood

Marketing Director, UCI Paul Merage School of Business

Levi Eastwood
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Education

Since our launch of Tars chatbots, we've had more than 5k interactions with them from individuals on the website. We saw prospects interacting with the chatbot regarding application timelines, tuition, curriculum, and other items that may come through an email. This provides another avenue of access to our team while cutting down on staff needing to email back.

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Product Manager

Finance (non-banking)

Product Manager
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My organization is using Tars Chatbot more than 2 years now. The Chatbot is very useful is generating quality leads for us.

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