Ruth Ann L.
Mostly ok, would recommend, yet improvements are always possible
Its not over yet, but so far so good. The Client Data Base online works well although sometimes the titles are obtuse and dont refer to what is inside. Its now been 3 times that I just get used to adviser 1 when, suddenly Im switched to advisor 2 and now Ive been switched to advisor 3. I definitely get the feeling that the organization is growing ,but a heads up or explanation could help ease the transition. Its unclear to me how deeply my documents were read as it appeared that no one really looked at my French tax return, they just wanted 3 figures that had already been on a form I uploaded months before, so that is a bit puzzling. A telephone call I booked is still a couple of weeks in the future so this could be cleared up at that time, I simply dont know now.
Response from Bright!TaxJun 12, 2024
Thank you for sharing your experience, Ruth. We truly value your loyalty over the past decade and appreciate your insights, which are crucial as we strive to continually refine our processes and perfect clients' experiences. Kindly, Marina & The Bright!Tax Team



