In 2016, Kesha Norman-Young and Arline Robinson, Co-Founders of K&A Mobile Tax Services, recognized the value of building their business around a digital strategy that offers clients online financial services — well before the pandemic. Because of strict government regulations, Kesha and Arline required a digital platform with best-in-class security to exchange sensitive data and complete business transactions. Moxtra powers the OneStop Client App for K&A Mobile Tax Services, enabling secure communication and client data management, with digital convenience.
Norman-Young says, "When we first started our company, completing taxes online was not that common. We promoted the ‘mobile’ aspect to let people know that they can complete taxes online. Because of how we positioned our business from the beginning, when COVID-19 hit, we were already ahead of the curve."
In the financial services industry, privacy and security are imperative for the success of both the client and the business. The K&A Mobile Tax Services App serves as an IRS-compliant, digital extension of K&A's business, helping their team to facilitate transparent and safe interactions with clients, private document collaboration, and efficient workflow management.
"We’ve directed all communication with clients to our app. The portal even enables us to record calls so our team can document all types of conversations, to eliminate any miscommunication throughout our processes. We needed our clients to feel safe sending their private information over to our team.”