Tax Client


This client is an enterprise software company that develops financial and tax preparation software and related services for small businesses, accountants and individuals. A tax preparation software package and is one of the most popular income tax preparation software packages in North America. The software is designed to guide users through their tax returns step-by-step 

Client Expectations

•Inbound phone and video customer service/technical support to handle technical support questions via phone, with video capability.

•Research, analyze and determine an appropriate course of action for customers.

•Interact with customers via phone focusing on software navigation questions as well as assisting customer with locating prior years’ returns and amendments. 

•Serve as ambassador for the Intuit brand; take a caring and empathetic approach to customer interactions and/or escalation to a higher level of expertise.

•Document all issues, resolution and follow up actions 

Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.