Guided CX for Tax and Accounting Software
Add the human touch to your tax software
Powerful tax software is just the start - what truly sets you apart is the human experience you provide.
When business owners are managing payroll, accounting, and tax filing, they need more than just software - they need confidence. Elevate your customer experience with real human connection and expert guidance at the moments that matter most.
Glance’s cobrowse, screen share and video solutions enable your experts to securely join customers directly in your app or platform, deliver real-time advisory services, and guide them through complex financial processes. This means faster resolutions, minimized errors (which can be costly!), and a standout experience that will build customer loyalty.
Tax Preparation with Human Guidance
See what customers see, meet them where they are
Your tax and accounting platform is built to simplify life for business owners - but sometimes, they need more than just software. Complex questions come up, especially during tax season when the pressure is high and the questions surge. That’s when expert guidance makes all the difference.
With Glance, you can stand out by making real human support part of your CX. Whether your customers need help with payroll, billing, or navigating the rush of tax season, your experts can be right there, seamlessly guiding them in any digital environment. The result? Less frustration, more confidence, and power users who get the most out of your platform - even when deadlines loom.
Accounting with Ease
Crunching numbers, connecting people, boosting retention
With Glance, your accounting experts can step in exactly when customers need them, right within your software. Whether it’s tackling complex payroll, navigating financial reports, or solving tricky accounting tasks, real-time guidance turns confusion into confidence. The result? Happier customers who stick around.
Glance is proven to:
- Increase customer satisfaction scores
- Improve first contact resolution rates
- Help clients adapt to new digital workflows
- Reduce operational support costs
- Improve conversion rates of completing complex tasks
Onboarding New Customers
Onboarding that’s not overwhelming
New software can feel a little intimidating. With Glance, your customers don’t have to figure it out alone. Instead of endless help articles and frustrating trial-and-error, they get real-time guidance from your experts, right inside your platform.
Whether they’re setting up payroll, configuring invoices, or prepping for tax season, your team can walk them through every step - live, on-screen, and stress-free. Turn “Where do I even start?” into “Wow, that was easy!”
Testimonials
What our customers are saying
We have the ability to have our experts see what the customer sees and highlight areas to help direct the customer. Our one-way video lets the customer connect the TurboTax expert they are speaking with. It’s been a game changer for Intuit.
The right collaboration capabilities you need when you need them
Your experts have a breadth of visual collaboration capabilities right at their fingertips from inside their daily workspace, including:
Cobrowse
With nothing to download or install, representatives simply see what your customers see live and assist their navigation in your account portals and websites, securely and in the moment. With multi-participant cobrowse, additional guests can be invited to join the session – the more the merrier.
Mobile Collaboration
Let representatives and customers connect and work together while on the move or in the field, whether in-app, in a mobile browser, or through the device camera. With Glance's mobile collaboration capabilities, your human experts can guide issue resolution, consult on transactions, offer expertise and advice, give virtual training and onboarding, and more.
Video
Add live video to enhance guided CX interactions with powerful, face-to-face human collaboration. One, two, or multi-way video options make collaborating with Glance a rich experience.
Document Share
Customers and employees can securely share, view, navigate, and download files during a guided CX collaboration. Files can be pre-loaded for employee use and/or stored locally for frictionless customer engagement.
Screen Share
With nothing to download, no friction, and no lag time, employees or customers can share anything on their desktop. With Glance, moving between cobrowse and screen share is seamless, so you can work together until the issue is resolved, the question is answered, or the desired outcome is achieved.
Remote Assist
When customers need extra help, customers can grant employees permission to help with items such as securely filling in web-based forms. Control what employees can do on behalf of customers and restrict binding actions such as form submissions, agreements, etc.
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Elevate Your Accounting Software CX Instantly
Improve customer confidence, build trust, and foster retention by adding human connection to your digital experiences.
- See & Guide: Instantly understand client challenges
- Build Trust: Provide real-time, personalized support
- Live Consultation: Collaborate seamlessly in an instant
- Work Anywhere: Support desktops and mobile apps
- Enterprise-Grade: Secure, scalable, and flexible
How it works
Elevate Your Accounting Software CX Instantly
Improve customer confidence, build trust, and foster retention by adding human connection to your digital experiences.
Instantly understand client challenges
Provide real-time, personalized support
Collaborate seamlessly
Secure, scalable solutions
Case Studies
Financial services success stories
Learn from financial institutions who are changing the game using the power of human connection.
