Transform Your Client Onboarding Journey
Reimagining how clients and investors onboard? Tax forms are often the step that slows it down. TAINA takes them out of the way
TAINA is helping Financial Institutions provide a superior customer experience by enabling investors to complete and submit all IRS W-series, CRS self-certification, our combined FATCA/CRS forms, and Canada’s RC forms with supporting documentation through an intuitive customer facing digital interface.
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. The No Form solution offers:
- Real time validation - invalid forms can’t be submitted, reducing rejection rates by 85%.
- Built in guidance - provide customers with tips and hints based on IRS and CRS Guidelines.
- Mobile Optimised – allow customers to complete tax forms on any device.
- Eliminate delays between submission and feedback to avoid transaction delays or withholding errors.
Regulatory obligations as a blocker to growth
Tax due diligence no longer has to present a blocker to growth, using a streamlined online onboarding businesses provide a simple and seamless onboarding experience.
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Reduce your rejection rates by over 85%
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Provide sleek and easy customer experience
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Reduce onboarding delays and customer frustrations
Increase adoption rate with seamless onboarding
Streamline your online onboarding experience with simple and intuitive tax forms or questionnaires available through our fully automated online customer and investors portal.
Provide a superior customer experience
Providing the best user experience is increasingly difficult for businesses who are constrained by complex tax forms and restrictions for providing tax advice.
Intuitive customer facing digital interface
Reduce bounce rates in onboarding flows, increase customer satisfaction scores, and receive more accurate information by using an intuitively designed journey.
Reduce bounce rates in onboarding flow
Relieve customer frustration and confusions with simple and intuitive tax forms. Provide tips and hints based on IRS guidelines and provide an instant validation check for any errors or missing information that needs to be corrected before completion and submission.
Automate customer and investor onboarding and validation
Allow your customers to seamlessly complete and submit all types of W-series and CRS forms, through their computer or mobile device. Provide simplified journeys for enhanced customer experience using a smart and intuitive interface.
Authenticate new customers without portal login
Authent-a-Link is a proprietary method of enabling End Customers to complete and submit their tax forms in our No Tax Form Customer Journey.
- Produce a unique URL which can be used to authenticate into the TAINA Online platform
Affidavit of Unchanged Status
When this feature is enabled, affidavits can be collected in the No Tax Form Customer Journey by ticking the “Affidavit” box under the signature fields.
Improve customer and investor onboarding
Increase customer satisfaction scores, and receive more accurate information by using an intuitively designed journey. Replace complex tax forms with this simple journey which:
- Provides a sleek user experience with reduced fields, hiding up to 70% of a traditional tax form.
- Streamlines client onboarding by leveraging a pre-qualifying questionnaire guiding customers to the right tax form.
- Assists users in selecting the appropriate tax forms by asking them 5 or fewer questions.
- Allows auto-filling of most preexisting KYC information, further simplifying the experience.
Authenticate new customers without portal login
Authent-a-Link is a proprietary method of enabling End Customers to complete and submit their tax forms in our No Tax Form Customer Journey.
- Produce a unique URL which can be used to authenticate into the TAINA Online platform
Affidavit of Unchanged Status
When this feature is enabled, affidavits can be collected in the No Tax Form Customer Journey by ticking the “Affidavit” box under the signature fields.
