The U.S. Federal Earned Income Tax Credit (EITC) is a refundable tax credit for low-to-moderate income working individuals and couples, particularly those with children.
To qualify, individuals need to meet certain IRS requirements and file a tax return, which is a difficult process to negotiate.
Learn How the United Way used our tools to survey their clients about the EITC.
82% of people who completed the EITC screening and were deemed likely to qualify, clicked to sign up for service
60% signed up for reminders
1. Allow clients to opt-in to information about EITC and provide information for pre-qualification.
2. Provide resources for other benefits and services.
3. Send encouraging reminders based on dates, application status, or custom data.