Prior to getting in touch with Modern McGuire Productions, Tax 29's operations were largely "pen and paper" – with clients mailing/bringing in their tax documents, setting them up with a return appointment, and repeating the process until it was complete and sent to the IRS and state agencies.
Tax 29 knew things could be better. And that's where Modern McGuire Productions stepped in.
We crafted a robust online platform that works seamlessly on top of their existing workflow. The system collects info and documents from clients digitally, allows clients to review and pay for their return, correspond with their preparer, and even sign for documents – all online and without the need to visit a Tax 29 branch. (And coming soon, we're releasing a mobile app for Tax 29 to make the process even easier.)
On the operational side of things, Tax 29 management can distribute returns to multiple preparers, keep track of the status of all returns to ensure nothing falls through the cracks, and much more.
In short, we helped Tax 29 bring their business online, which resulted in significant time savings for their staff, and an increased value for their customers.