Taxes are widely regarded as one of the most complex necessities in life, leaving some individuals and businesses with tax burdens they can’t manage or afford. That’s why Community Tax receives well over 1,000 leads per day for help with tax preparation and resolution. But to deliver on their belief that “Life’s too short to worry about taxes,” Community Tax must be able to ingest data from every call, form, and inquiry they receive to make the customer journey fast, efficient, and positive. As co-founders and partners, Nick Charveron and Jacob Dayan are the “idea guys” who are constantly thinking about improving the customer and user experience to create greater efficiencies and scale the business.

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