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