Tax Franchises have mastered the process of guiding end users through the preparation of tax returns. Still, the steps are not intuitive to all. Full preparation may require between 50 and 150 screens depending on the complexity of one’s finances, number of deductions etc. The Tax Franchise deploys Hermes; the AI Assistant trained on every single screen of their platform so that navigation is simple and intuitive.
Hermes increases customer satisfaction and revenue for the Tax Franchise by insuring preparation completion for every user.
Next: Hermes captures process context information without the user even having to describe where they are getting lost.
If you are a franchise executive looking to impact profitability and customer satisfaction, send me a message.