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Optima Tax Relief Selects Unblu to Increase Digital Customer Service Capabilities

Unblu’s platform will give the firm the technological capabilities to deliver their top-tier tax resolution services in a virtual, digitally augmented format

Ensuring a world-class user experience is always front and center at Optima. By partnering with Unblu, we now offer a more collaborative and engaging service that reassures our clients that we are able to deliver the value they expect.

Venkata Pottululla, CTO from Optima Tax Relief

Unblu, a leading provider of conversational banking technology, today announced that Optima Tax Relief (“Optima”) has selected its Conversational Engagement Platform. Optima, who has resolved over $1B in tax debts for their clients, will implement Unblu’s technology to empower their agents by providing world-class digital experiences. By leveraging Unblu’s platform, Optima will help clients to navigate its client portals more effectively and deliver human-centered services in a secure digital environment.

Headquartered in California, Optima is an award-winning leader in the tax relief industry that’s known for their unparalleled customer service. The company was recently named 2022 Top Workplace winner for the eighth consecutive year, highlighting their commitment to their employees as well as their clients. With an offering that spans consultations to full-service tax resolution, Optima’s mission is to help clients along the way to a brighter financial future by helping them to leave tax issues in the past.

Initially operating from an on-location call center, the shift to remote work during the pandemic made digital transformation an imperative, with over 600 employees rapidly going virtual. Now, the company has turned to Unblu to further modernize the agent desktop, improve its customer service experience, and boost satisfaction among both clients and employees.

  • Optima Tax Relief may use Unblu’s customer service platform in their next stage of digital transformation
  • Unblu’s features will bolster Optima’s security level for client collaboration, utilizing SSO and end-to-end encryption 
  • The move is set to enhance Optima’s digital customer service delivery, augmenting key client-agent interactions through collaborative technologies 

Navigating the client portal workflows can be challenging for individuals who are unfamiliar with the infrastructure. Unblu’s Co-Browsing feature allows our staff to walk clients through every step, while remaining within a completely secure area. This allows us to deliver a stronger, more valuable service for our clients.

Christine Bui, CCO from Optima Tax Relief

Lisa Joseph, President of Americas at Unblu, expressed her enthusiasm around this new partnership. “It’s a pleasure to be working with an organization that shares our commitment to next-generation digital, reimagining the customer and agent desk experience,” she stated. “With Optima now deploying Unblu’s tools to enhance their service offering, we’re delighted that our product will play a vital part in their digital transformation, contributing to the resolution of tax issues that affect so many individuals.”

About Optima Tax Relief

Optima Tax Relief is the nation’s leading tax resolution firm, providing assistance to individuals and businesses struggling with unmanageable IRS and state tax debts. Optima’s commitment to delivering unparalleled service and results has transformed the tax resolution industry and earned the company numerous honors, including the Torch Award for Ethics from the Better Business Bureau of San Diego, Orange and Imperial Counties, and Glassdoor’s Best Places to Work. Offering full-service tax resolution and employing over 600 professionals, Optima has resolved over a billion dollars in tax debts for their clients, helping their clients achieve a better financial future by making their tax issues a thing of the past.

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