1-800Accountant Unifies Data with Zero Copy to Scale Workforce

1-800Accountant improved customer interactions and data management by unifying scattered customer data from Salesforce Data Cloud and Amazon Redshift. Zero Copy ensures seamless AWS integration without physically moving data, and Agentforce provides always-on, immediate answers to complex tax questions, reducing the need for CPA meetings. This proactive approach has achieved a 70% autonomous resolution rate for administrative chat engagements and freed up 50% more time for high-value appointments.

Explore how this transformation has elevated their customer satisfaction and data strategy.