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“Everyone seems to be so laptop savvy today. When my purchasers sit right down to fill out the survey on Cover, it feels simpler.” — Lewis Hurwitz, of Hurwitz Tax Options.
Background
The quantity of paperwork that goes with tax decision can put a pressure on shopper relationships—particularly once they’re already being bombarded and overwhelmed by the IRS. However Hurwitz Tax Options is utilizing Cover to place purchasers relaxed and make the entire course of much less traumatic.
We chatted with Lewis Hurwitz, proprietor of Hurwitz Tax Options, about why he determined to do tax decision in a different way and the way it’s affected his apply.
How have been you doing collections earlier than?
It was once that we might ship purchasers this large stack of types. It was overwhelming for them—they usually have been already overwhelmed by all of the letters and calls for for paperwork from the IRS.
If you wish to repair anybody’s tax drawback, the paperwork needs to be achieved. However I used to be sending folks a number of the identical types and requests for paperwork that the IRS had been sending them. It didn’t really feel to them like I used to be fixing any issues, and that was irritating for each the purchasers and for me.
How has Cover modified that course of?
It completely modifications the way in which purchasers work together with the paperwork. It’s much more snug for them. As an alternative of constructing them cope with that large stack of paperwork, I exploit Cover’s on-line shopper survey to assemble the data I want.
Everyone seems to be so laptop savvy today. When my purchasers sit right down to fill out the survey on Cover, it feels simpler. They’re offering the identical info—they simply don’t must do it time and again for a dozen completely different types. It eliminates an excessive amount of stress for my purchasers.
What are a few of your favourite issues about Collections Workflow?
I like having the ability to ship the survey to the shopper and letting them put together it. Accumulating shopper info that approach is a big time saver.
I used to have to clarify all the things—“don’t trouble filling this piece in,” and “that is how you work nationwide requirements.” Inevitably, even after the reason, I used to be on the telephone always answering questions on how a lot purchasers may declare for meals or what qualifies as sundries. However Cover takes care of all of that now. Lots of the data is stuffed in routinely, and the solutions to all the usual questions are proper there within the software program.
What’s your workflow like after the shopper has stuffed out the survey?
The software program is extraordinarily versatile. All the info from the shopper survey is already loaded into all the suitable types, and the transition from survey to types is seamless. The software program takes care of all of the calculations and does the evaluation for me. Cover’s entire collections workflow saves me an incredible period of time—simply a 3rd of the full time I used to be spending on every case
What sort of large-scale impacts has Cover had in your apply?
With our latest growth into the brand new workplace, we need to turn out to be the go-to tax decision answer within the Petaluma space, and Cover provides us an actual benefit. As a result of the shopper portal makes the entire decision course of far more snug for purchasers, and we are able to promote that. While you’re competing for market share in a brand new space, the flexibility to offer that degree of service could make all of the distinction.
Extra About Lewis
Lewis Hurwitz has been an Enrolled Agent since 1993. Earlier than changing into a public accountant, Lewis labored as a common program income agent for the IRS the place he picked up a lot of his tax decision experience.
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