To qualify for the U.S. Federal EITC, low-to-moderate income individuals need to meet certain IRS requirements and file a tax return, which is a difficult process to negotiate.
CCL’s simple and secure text messaging platform can be used to design an automated yet interactive campaign that keeps administrative costs down while amplifying outreach efforts
Upload phone number contacts or opt-in numbers from outreach like social media, newsletters, events, etc.
Collect information from clients to determine if they are eligible for EITC
Provide referrals on how to claim credit at no cost either online or through tax assistance sites based on location and language preference
Conduct follow-up, referring individuals to financial services and additional programs after their tax filing
Send scheduled or trigger-based reminders to help clients through the filing process