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.
A custom workflow on the existing stack
SMEC AI took a problem-first, consultative approach: custom automation aligned to Tax Window's workflow, built directly on their existing tech stack, and delivered as a proof of concept before rollout.
Hands-on support carried the build through to live production. No new tools to learn, no disruption, no cookie-cutter platform.
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
The Impact
What changed for Tax Window
~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.”
