Omni Partners With a Leading Financial Services Company to Provide Relief for Tax Season

Learn how Omni was able to ramp up 3,000 workers to handle more than 900,000 contacts during tax season.






Seasonal WORKER Increase

The Company

Market-leading Tax Preparation Software Company

A Fortune 500 financial software company was working with one of the largest business process outsourcing (BPO) companies in the world and needed a fast ramp with a large headcount to support tax season, January through April. While they have hundreds of call center locations and employee-based work-at-home solutions around the world, this leading BPO sought to partner with Omni in order to better manage the rapid ramps and scalability of staff required to properly service the client’s customers.

This market-leading tax preparation software is owned by a well-known American business software company that specializes in financial software. More than 40% of U.S. taxpayers file their taxes online and some 40 million of them do so with this software, far more than with any other product.

The Challenge

Trained Staff Needed Quickly During Peak Season

The BPO came to Omni on behalf of the software company looking for a fast ramp up to support tax season and another peak in October when late filing is allowed. They needed a large headcount and have them trained and ready by January. It was imperative that the new talent was trained properly and performed exceptionally well, as this was the only time the software company could communicate with their customers, and if they weren’t happy there was no time to make it right.

The incumbent BPO was not able to manage nights and weekends and since that is when the majority of Americans prepare their taxes, it’s imperative to be fully staffed at that time. Omni was able to fill in the gaps and handle 60% of the business.

Omni was identified as the leading provider based on NPS with a peak week NPS of 86.5%. The seasonality of the business, which increases as much as 40x versus the non-seasonal, year-round needs, lends itself exceptionally well to the scalability and flexibility of Omni’s model. 

How Omni Responded

Omni Assists by Adding Over 3,000 Workers During Peak Season

It can be a challenge to fill hours on the fly however our model allows us to take actions like surge earnings to quickly boost our workforce and staff to higher numbers and increase productivity. We introduced surge earnings for extra hours and fun incentives to meet demands. Based on feedback that the new talent did not want to sit in 9:00 to 5:00 training classes, we developed self-paced certification classes which allowed them to gain skills and move into production more swiftly. We also found key attributes that could be improved upon, so we took action. We introduced voluntary knowledge bars and on-demand learning videos, targeting areas agents were struggling. These proved very successful, and performance soared.

The Results

Omni Assists in Handling More Than 900,000 Contacts

On tax day, we had nearly 3,000 workers on the phones and handled more than 900,000 contacts during that season. Omni averaged 7.54 hours worked on peak days and was the top-performing team. Even under the umbrella of the partnership with the BPO, Omni was the single largest handler of volume for the tax software company, handling more than 60% of the BPO’s tax software customer support volume.

Why Omni for Financial Services?


Total Cost Savings


Financial Service Worker Network


Workers Ramped For Tax Season

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