Case Study

ResultsCX Partners With Tax Prep Leader 10 Years Running; Emerges the Top Performing Vendor for Five Consecutive Seasons

ResultsCX Partners With Tax Prep Leader 10 Years Running; Emerges the Top Performing Vendor for Five Consecutive Seasons

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ResultsCX partnered with a leading tax prep company for 10 years, becoming the top-performing vendor for five consecutive seasons by efficiently scaling staffing from 50 to 500 FTEs during peak tax periods. ResultsCX ensured agents were proficient from day one, met high customer expectations, and managed the seasonal workforce effectively. This strategic partnership enabled seamless operations during critical tax seasons, maintaining client satisfaction and retention while supporting the client’s expanding Banking as a Service (BaaS) business line.

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