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Perfect Tax Relief

Perfect Tax Relief Working
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Client Overview

Perfect Tax Relief operates in a highly competitive market with 8+ major national players. The company differentiates through lower fees and strong customer reviews. Growing demand creates scaling challenge: lead volume growing faster than team can process.

The Challenge
The Solution
The Result

Overwhelmed intake team receiving 50+ inquiry emails per day; manual triage consuming 20-30 hours per week; unable to scale without expensive staff hiring

AI-powered email filtering, OCR document analysis, incident detection with confidence-based routing, and Salesforce CRM integration

(To be measured post-testing) Expected 3x increase in case processing capacity, 90%+ accuracy on incident detection, ability to process 150+ leads per day without additional staff

Quick Facts

Automatic Slack channel creation for new projects 

Efficient client onboarding 

Quick access to HubSpot data from within Slack
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