Customer Success Stories

Liberty Tax

About Liberty Tax

Liberty Tax is one of the largest tax preparation franchise in the U.S., specializing in preparing tax returns for individuals and small businesses. The company appeared on Forbes’ “Top 20 Franchises for the Buck” list in 2012.

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Industry: Tax Services

"The Jive solution freed Liberty Tax franchisees to create predictable budgets, and to make any desired system customizations they needed at any time."


Liberty Tax franchisees struggled with their telecommunications budget. Tax time meant their business fluctuated from season to season, making it difficult to predict budget costs. Finding a phone system that was easy to configure and customize during the busy season also became a priority. Jive’s low monthly per-seat charge gave Liberty Tax franchisees the budget predictability they sought, along with lower telecommunications costs. Franchise owners found themselves with unlimited auto attendants at their disposal so they could give callers a step-by-step call flow that offered important information or directed them to the right person.

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