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
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.
