Tax preparation H&R Block giant will use eGain AI-Powered Virtual Assistant for on-demand help

Last Updated: August 5, 2020By Admin

eGain, the leading provider of cloud-based customer engagement solutions, today announced that tax preparation giant H&R Block (NYSE: HRB) has selected eGain Solve™ to automate service and sales interactions for taxpayers at scale. The solution will be used to power H&R Block’s new Ask a Tax Pro service, which was announced today.

According to a 2018 Accenture global survey, 70 percent of taxpayers said they would use AI to improve the accuracy of tax filings. In the same survey, 40 percent of respondents reported making a filing error in the last 24 months. As the market leader in tax preparation services,
H&R Block wanted to provide high-quality DIY and advisor-assisted experiences at scale using AI, Machine Learning and Virtual Assistance.

H&R Block selected eGain based on the company’s connected and rich solution capabilities, domain expertise, and a successful POC. The company will activate eGain Virtual Assistant™, eGain SuperChat™, and eGain Cobrowse™ to enable a smooth, smart self-service journey for taxpayers with escalation, when needed, into the eGain Advisor Desktop™.

“H&R Block is committed to continual innovation that lets us provide an easier, simpler experience for those customers who want to do their taxes online,” said Heather Watts, senior vice president and general manager of digital at H&R Block. “Our work with eGain will help ensure
Ask a Tax Pro delivers expertise with the convenience our DIY clients need.”

“We are delighted to help H&R Block deliver innovative AI-guided service to time-starved taxpayers,” said Ashu Roy, eGain CEO.

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