TaxShield Software
TaxShield Software offers the most cutting-edge technology in tax preparation
Overview
TaxShield Software offers the most cutting-edge technology in tax preparation. In practice that means turning support emails and chats into tickets with owners, priorities and SLAs.
The natural audience is support teams from two people to hundreds. Related areas on their profile: Accounting, Customer Service and Financial Services. They are a very small team, 1 to 10 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.
TaxShield Software is based in Marietta, Georgia. You can read more at gettaxshield.com.
Our checklist for this category: channel coverage, automation rules, and per-agent pricing. Ask for a trial on your own data, not a canned demo.
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Key features
Customer Service
Financial Services
Company
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