No Tax Form Customer JourneyDo you want to improve your customer experience with a simple and sleek questionnaire-based journey that requires no tax form? Providing the best user experience is increasingly difficult for businesses who are constrained by complex tax forms and restrictions for providing tax advice.
Reduce customer and investor frustration and errors
Most customers are unfamiliar with tax forms and without expert input they are often left confused and frustrated. This leads to businesses having to chase customers for the correct submission, which involves a frustrating back and forth process:
- Multiple requests from different business units
- Delays between submission and feedback
- Delays in trading and investment
- 65% percent of the time customers submit an invalid form
Get the next frontier in user experienceTo meet these challenges, the TAINA Online Customer and Investor portal now offers a revolutionary 'no tax form' customer journey.
Improve customer and investor onboardingReduce bounce rates in onboarding flows, increase customer satisfaction scores, and receive more accurate information by using an intuitively designed journey.
Replace complex tax forms with simple journey
Provide a less complicated method for documenting tax status for customers and investors who dislike or are unfamiliar with traditional tax forms and regulations. Assist users in selecting the appropriate tax forms by asking them 5 or fewer questions in a simple and intuitive certification questionnaire format.
Streamline onboarding with faster completions
Using a pre-qualifying questionnaire you can provide an easy and sleek user experience with reduced fields, hiding up to 70% of a traditional tax form, so your customers and investors' tax validation journey need only be as long as necessary.
Grow your business with increased adoption rates
Streamline onboarding and get your customers and investors back to taking advantage of your financial services with a ‘no tax form’ customer journey available now on mobile and desktop devices for all W-series and CRS forms.