Anyone who has ever filed a tax return on their own can sympathize with being stuck and confused. But taxpayers who used TurboTax® from Intuit experienced a level of hands-on collaboration that can change everything.
The tax preparation software market is crowded with low-cost and free competitors. Intuit was determined to win and keep customers based on premium service and customer confidence that Intuit could help them to receive the maximum allowable tax refund.
Intuit deployed Glance Cobrowse, Glance Screen Share, Glance Mobile App Sharing, and Glance Agent Video, allowing customers ask questions, while Intuit tax experts could view what’s on the user’s TurboTax app screen or browser window.
Glance delivered just what Intuit was looking for: a visual engagement solution that delighted customers, was easy to use for agents, supported all TurboTax platforms (desktop, browser, and native mobile), accommodated Intuit’s customer privacy and security requirements, and had the enterprise scalability to handle the massive tax season surge.