Case Study: TaxStudio boosts client stickiness and scales retirement plan services with Vestwell

How TaxStudio Streamlines Retirement Plans With Vestwell

TaxStudio, a tax advisory firm for US subsidiaries of international companies, faced a challenge when its previous retirement plan provider could not offer trustee services. This was a significant barrier as their clients often lacked US-based personnel qualified to act as a plan trustee. To deepen client relationships and provide comprehensive guidance, TaxStudio needed a new partner and turned to Vestwell.

By implementing Vestwell's modern platform, which included crucial trustee services and seamless payroll integrations, TaxStudio found a comprehensive solution. This partnership made TaxStudio "stickier" with its client base, significantly improving client retention, service quality, and the firm's ability to scale. Vestwell’s dedicated support and efficient technology enabled TaxStudio to provide faster, more reliable service, enhancing their value proposition and reputation.

TaxStudio

Jason Booth

Chief Executive Officer of Tax Advisory Firm