financial and tax prep
software company

SOLUTIONS AT-A-GLANCE

 

 

SSO and modernized identity management support all product lines

 

Solution deploys on Amazon Web Services with zero down time.

 

System handles a record number of  250,000 concurrent users.

 

Security best practices reduce breach risk and ensure compliance.

FINANCE GIANT MAKES TAX SEASON

LESS TAXING FOR CUSTOMERS

 
OBJECTIVE
As a leading financial and tax preparation software company expands its online product offerings for small and medium businesses, professional accountants and individuals, the brand needs the scale and performance to handle intense high-traffic periods during tax season. It also wants to keep costs low by deploying in the cloud while maintaining the highest possible levels of data security.
 
CHALLENGE
A surge in activity during tax season results in hundreds of thousands of concurrent users, but a lack of a single customer view results in multiple logins, slow access to services, and missed marketing opportunities. Identity data is distributed across different product lines and application data silos. Also, the company must meet location-specific data security regulations.
 
SOLUTION
Ping Identity Platform implementation in Amazon Web Services cloud resulted in high scale, performance and data synchronization supporting massive customer identity and preference management volumes, all while lowering costs.
 
RESULTS
After implementing Ping, the company managed 500 million entries and a record 250,000 concurrent users at a pace that reached well over 100 tax submissions per second. The unified customer view across all products enhanced customer experience, and cross-sell, up-sell opportunities resulted in reduced attrition and higher Average Revenue Per Customer. In addition, consolidated identity data enabled a common data service that application developers use to quickly deploy updates.

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IF YOU LIKE WHAT WE DID FOR THIS COMPANY,

LET'S TALK ABOUT WHAT WE CAN DO FOR YOU.