Tax Window

Why Tax called us

Tax Window already knew personalised follow-ups worked, more replies, stronger engagement, better conversions. The problem was scaling them. Follow-ups were manually copied and pasted between Word and email, template-driven with limited personalisation, time-consuming and error-prone. Valuable advisory work was happening behind the scenes but clients weren't seeing or feeling it.

What SMEC AI did

SMEC AI took a problem-first, consultative approach: custom automation aligned to Tax Window's workflow, built directly on their existing tech stack, delivered as a proof of concept before rollout, with hands-on support through live production. No new tools to learn, no disruption, no cookie-cutter platform.

What changed for Tax

• ~2 hours saved per week, reinvested into advisory work

• Higher conversion rates from follow-ups tailored at scale

• Zero disruption to daily operations during rollout

• No new tech stack, custom automation on existing systems

“SMEC AI helped us build the custom workflow we actually needed to better serve our clients. We knew personalisation worked, but scaling it meant more copying, more prompts, more tech, and our accountants aren't software engineers. SMEC AI didn't bring a cookie-cutter solution. They focused on real business value and tailored everything to what we actually needed. Take the leap, but do it with the right partner. SMEC AI helps you identify high-value use cases and actually bring them to life.”

Artur Osadchiy

Managing Director, Tax Window