Tax Calendar
“We’ve had unprecedented success lately.
What’s done it is the technology you’ve built for our customers. ... You guys really KNOW our business.”
What’s done it is the technology you’ve built for our customers. ... You guys really KNOW our business.”
PROJECT
Tax Calendar
CLIENT
National Registered Agents, Inc.
- Innovative, industry-first service offering
- Provided competitive advantage
- Dramatic increase in sales and client retention
Challenge
National Registered Agents, Inc. needed a competitive advantage to attract new business. NRAI’s competitors used easy-to-miss paper bulletins to notify large clients of upcoming corporate reporting due dates in the jurisdictions where the clients do business. NRAI looked to Mind Over Machines for a better solution that would help it win and retain more clients.
Solution
Mind Over Machines imagined and developed Tax Calendar, an industry-first electronic compliance system. A sophisticated rules engine and e-mail notification system, Tax Calendar proactively delivers detailed filing information to NRAI’s customers however they choose, with links to appropriate forms – often with many fields pre-filled – and electronic filing options when available.
Results
Client response was very positive, and NRAI saw dramatic results in sales and retention. Tax Calendar has helped thousands of NRAI clients remain in good standing. One real estate conglomerate alone uses Tax Calendar to manage over 7,000 business units.
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