Feature-rich POS System for Merchants and Vendors
Challenges:
Allow merchants an easy and fast way to charge customers for their products and services through a POS system.
Industry
Financial Services
Solutions:
Workful - A Point Of Sales System
Results:
Ease payment methods, track sales trends, enable intuitive dashboards, track employee timesheets, capture signatures, and more.
Locations:
US
About the Client
TaxSlayer is an income tax preparation business founded in 1965 by Aubrey Rhodes Sr. Over the years, It has evolved into a tax preparation and filing software development company. Its core business functions focus on simplifying finance management with its suite of products.
TaxSlayer’s suite of products promotes easy E-Filing, along with audit assistance and priority support. It also forms a repository of all major schedules. The client wanted to further their reach and build a solution that met the POS needs of various business industries.
Case Overview
TaxSlayer wanted to modernize its existing systems to further its reach and build a solution that met the POS needs of various business Industries. Understanding the client's needs required a thorough understanding of the Financial industry challenges and market changes.
Fingent’s expertise and years of experience in the domain helped develop a Point-of-Sale System that met the needs of Merchants from various business industries. It promoted faster ways to charge customers for the Products and services they rendered.
CHALLENGES
Roadblocks Faced in the Existing System
Challenges of merchants to enable easy customer payment systems
Difficulty in tracking payments and transactions
Difficulty in managing employees and customers
Inability to track sales trends
Maintaining visibility and keeping track of data was tedious
SOLUTION
Fingent’s Approach - Workful - A Point Of Sales System
The application comprises a web and tablet application that empowers merchants with features to manage transactions, customers, and sales. It allows merchants to maintain operational visibility, better track employees and customers, and have a better POS system.
Intuitive Sales Dashboard to help track sales trends, total sales, payment methods
Easy management of products and services, including price and tax customizations
Employee timesheet tracking and integration with Tax Slayers HR application
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BENEFITS
Making an Impact on Client Success
Fingent provided the client with a simple-to-use system that eased their customer booking management. The system enabled easy tracking of available dates, streamlined staff scheduling, and effective user profile and role management, which enabled the client to offer quality services with fewer wait times.
Manages transactions, discounts, payment methods
Eases integrations with Card Readers and Payment Gateways
Prints receipts and sends receipts to customers via email
Enables to capture signatures
