Case Study: United Ways of California streamlines tax appointment scheduling with OnceHub

United Ways of California - Customer Case Study

United Ways of California, a statewide nonprofit focused on helping Californians access free tax preparation and financial support, was struggling to keep up with rapidly growing demand. The team needed a better way to manage scheduling, reduce administrative back-and-forth, and support local partners more efficiently while serving a diverse community with language-specific needs. They turned to OnceHub’s meeting scheduling tools to help streamline these processes.

OnceHub provided customizable booking pages, different meeting types, translated forms, automated notifications, and integrations with United Ways of California’s internal portal via Airtable. This helped the organization centralize appointment information, improve partner workflows, and save staff time that could be redirected to client services. During the 2023 tax season, United Ways of California booked 33,000 appointments through OnceHub, and the organization reported helping its network save $27 million in free tax filing support last year.

United Ways of California

Mandy Nand

United Ways of California