Digitally Onboard New Customers
Do you need to onboard new customers digitally by allowing them to complete and submit tax forms from any device? In today’s increasingly digital environment businesses are looking to onboard new customers online in order to grow their market share and increase adoption rates.
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.
Improve your customer and investor experience
Our online customer and investor portal can be integrated into your digital experience or implemented as a stand alone turnkey solution.
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
Securely provision and authenticate new customers and investors through our online customer and investor portal. Create unique reference codes and provide two factor authentication using our Authent-A-Link capability to ensure KYC by verifying these new customers and investor’s identity.
