Efficient Frontiers

Simplifying the Customer Journey – Little changes, BIG impact

01 July 2020

Compliance with tax regulations often involves the collection of data from customers that needs to be validated and used for withholding tax purposes and/or tax reporting. How this data is collected and validated can have a significant impact on the customer journey.

Customer relationships can be won and lost based on their experiences with completion of this important tax documentation. The financial and reputational risks associated with getting the tax compliance and reporting wrong are high. Getting the balance right can be tricky.

We are pleased to share a recent case study that outlines how our tax and technology experts helped to develop a solution for a client that streamlined their IRS W-Series Tax form process.