About Jackson Hewitt
Jackson Hewitt Tax Service Inc. is the second-largest tax-preparation service in the United States, operating more than 6,000 franchised and company-owned locations. The organization prepares over 2 million federal, state, and local income-tax returns each year.Download the Jackson Hewitt Case Study PDF
Jackson Hewitt’s Challenge
For fifteen years, Jackson Hewitt had been using a outdated appointment scheduler that did not scale along with the company’s growth. Booking appointments, especially during Jackson Hewitt’s tax season, is a vital part of the company’s operations.
Improving Customer Experience
Improving Jackson Hewitt’s customer experience, to match customer expectations proved to be a difficult task. Many customers now expect to be able to book and manage their appointments online and Jackson Hewitt team understood that they needed to revamp their appointment booking process to increase appointment and tax return volume for franchisees.
Through the old system, access to appointment and lobby data was limited and management had no visibility into upcoming, completed or missed appointments. This made it impossible to track franchise performance through key metrics like appointment volume or no-shows.
Build v.s. Buy
Initially, Jackson Hewitt tried to build its own appointment scheduling system, not realizing the complexity required for an enterprise appointment scheduling solution which accommodates multiple locations, staff members, and timezones and that integrates with existing technology. Upon deployment, it became clear that the system failed in several key functional areas, and was not user-friendly for tax preparers or customers.
Coconut Software was one of twenty applications submitted through an RFP process and was selected for its security features and ability to customize the customer-facing appointment booking journey.
Before rolling out the new software, the Jackson Hewitt team wanted to ensure that it would be easy and accessible for customers and that franchises would incorporate the software into their daily operations.
Encouraging Platform Adoption
To ensure that tax preparers would use this new solution, Jackson Hewitt linked it to the preparer dashboard and used it to track key franchise performance metrics. Knowing that they’d be evaluated on completed, canceled, and no-show appointments, franchisees saw the importance of ensuring that their staff used the software rigorously.
Ease of Platform Access
Jackson Hewitt kicked off customer adoption by making the appointment booking calendar link accessible from as many touch-points as possible:
- Their website
- Their loan prequalification website
- Their tax return portal
- In email communications
- In TV and radio promotion
Increase in Appointment Bookings & Conversions
As a result of implementing Coconut Software, Jackson Hewitt has seen the following results and continues to track appointments as a key indicator of business success:
- 41% increase in booked appointments (2016-2018)
- 8% increase in kept appointments (2016-2018)
- 3X higher conversion rate for clients who booked an appointment to complete a tax return (2018)
- Up to 55% of new client starts via online channel versus walk-ins (2018)
Appointment Data Insights
With access to these appointment data points, reviewing Coconut Software reports across franchises has become a key part of Jackson Hewitt’s executive morning meetings and:
- Enables better workforce management decisions. It’s now possible to see which days and locations will be busier, so tax preparers can be moved to where there’s a higher volume of work.
- Shows trends by location or preparer. Trends in no-shows or repeat customers can highlight areas for improvement or can be used instructively as best practice examples.
- Makes it possible for more integrated customer data management. Through their loan pre-qualification site, new customer details are now linked with appointment booking.
“I had some old school franchisees who were reluctant to transfer over. Now they’ve done it, love it and can’t believe that they waited. Every time I go in our offices now, I see our preparers with their calendar up, and they constantly tell me how great it is. They love the features, and that our clients can easily make appointments online, without calling in. We love the reporting, and that we can link appointment data to customer information.”
Shara Abrams, Senior VP, Operations at Jackson Hewitt