Case Study: Tax Company achieves secure, user-friendly remote tax guidance for expatriate clients with Upscope

Tax Company - Customer Case Study

Tax Company, a firm that advises expatriates on complex tax matters, faced clients who were often overwhelmed by years of financial information and geographically dispersed around the globe. To support remote, detailed guidance through confusing forms and steps, they implemented Upscope’s co-browsing/screen-sharing solution.

Using Upscope, Tax Company can instantly walk clients through forms and processes, even when clients aren’t tech-savvy, because the tool is highly user-friendly and quick to start. Upscope’s secure co-browsing preserved client confidentiality while enabling faster, more effective remote assistance—allowing the firm to support expat clients globally and increasing client trust (no specific quantitative metrics were provided in the case).