Case Study: Leading Financial and Tax Preparation Software Company achieves 250,000 concurrent-user scale and unified identity on AWS with Ping Identity

Finance giant makes tax season Less taxing for customers

A leading financial and tax-preparation software company expanding its online offerings for small and medium businesses, professional accountants and individuals faced extreme seasonal traffic and fragmented identity data. During tax season the site routinely sees hundreds of thousands of concurrent users, but identity information lived in silos, causing multiple logins, slow access, missed marketing opportunities and the need to meet location-specific security and compliance requirements while keeping cloud costs low.

The company deployed the Ping Identity Platform on AWS to provide SSO, modernized identity management, synchronized data services and secure, zero-downtime cloud operations. Post-deployment it handled 500 million entries and a record 250,000 concurrent users (100+ tax submissions/sec), delivered a unified customer view that improved experience and enabled cross-sell/up-sell (reducing churn and raising ARPC), and gave developers a consolidated identity service for faster updates while lowering cost and breach risk.