H&R Block aims to cut paper usage by 97 per cent across its 470 offices, and expects to be three-quarters of the way there by July next year.
It’s also looking to further automate its bread and butter service offering, income tax preparation. H&R Block announced a partnership with Sage earlier this week to kick off that process.
H&R Block’s offices and client services are heavily reliant on paper at this stage. In face-to-face meetings related to income tax, clients are often handed paper log books, envelopes for receipt storage, and brochures for referral partners.
“We have had a lot of clients saying they wish they could send us documents,” director of operations for H&R Block, Joseph Abouzaid, told Accountants Daily.
Client communications and marketing have historically been heavily paper-based, including reminder letters to visit H&R Block at tax time. For about two years, the network has been reforming this strategy, manifesting in more text messages and emails to clients, alongside major television campaigns spearheaded by advertising heavyweights Saatchi & Saatchi.
H&R Block joins a long line of large networks looking to automate and digitise basic elements of their compliance-centric offerings. Mid-tier firm BDO announced a digital transformation project late last year for its audit services, and EY marked plans to up its use of robotics and automation in its tax business.
This email address is being protected from spambots. You need JavaScript enabled to view it.
Are you thinking of expanding your offering into SMSFs to grow your client base? Become a pro at SMSF fundamentals and make your clients bulletproof with the SMSF Foundations course. Learn directly from Aaron Dunn from Smarter SMSF as he deep-dives into the fundamentals you need to know to successfully undertake your work as an SMSF practitioner. Earn up to 21 CPD hours! Learn more
TRENDING
