Connect the Dots: Enhanced Data Collection for VITA Programs
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Most VITA programs will tell you that collecting client data is a crucial part of the recipe for a successful filing season; but getting the right data – data that paints a picture of your clients’ overall financial well-being, and getting it from the taxpayer, to the software, and into reports can be a real challenge! Not to worry, the Taxpayer Opportunity Network team is here to support you and help you get the data you need to convey the importance and impact of your program with our Enhanced Data Collection pilot.
During this webinar, you heard from your colleagues in the field, as well as national partners who have designed, prepared, and tested a taxpayer survey for your use in tax sites this filing season. We showcased the great work done by these partners, what it can mean for VITA and the clients you serve and tell you how to implement it in your program!