Agency Sees Substantial Financial Benefits With WOTC Integration
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A First Name Basis, an enterprise home care agency with over 30 locations across three states, sought to maximize the available Work Opportunity Tax Credits (WOTC) available through their diverse employee base. With an increasing emphasis on scaling their operations and supporting their employees, A First Name Basis sought a solution that could optimize efficiency and improve outcomes for their agency while also benefiting their workforce.
Through AxisCare’s integration with Rockerbox for WOTC, A First Name Basis was able to streamline their tax credit application process, maximize their financial benefits, remove administrative burden, and positively impact their community.
The Challenge:
Prior to utilizing AxisCare’s integration with Rockerbox, A First Name Basis faced difficulties in effectively utilizing the WOTC program. The lack of automation and manual upkeep made the individual employee application process and follow-up time consuming. Significant hands-on effort and time dedication are necessary to reap the full financial benefits of the program, both of which the agency needed to allocate to their growing operation. The increased need for seamless processes prompted the agency to explore innovative tools that could resolve these issues.
The Solution:
By integrating AxisCare’s solution with Rockerbox, A First Name Basis was able to automate the WOTC application and tracking process all within their AxisCare site. The integration within AxisCare’s Caregiver Mobile App further enhanced employee application engagement, enabling caregivers to easily participate and reducing administrative burden from the agency’s team. A First Name Basis was able to simplify workflows but also maximize their eligibility for substantial tax credits.
The Results:
The impact of Rockerbox integration was immediate. Upon launching the integration, A First Name Basis achieved a 95% application response rate from caregivers, drastically improving participation and removing the previously hands-on aspects of the process. Over the following months, the ongoing response rate was recorded at an impressive 74%, demonstrating sustained engagement and process efficiency.
A First Name Basis seeks to receive over $250,000 in Work Opportunity Tax Credits for the 2024 Tax Year
Additionally, the financial benefits of accessing WOTC provided crucial support in scaling operations and improving cash flow. These benefits also offered opportunities for reinvestment into the organization, further empowering both the agency and the individuals they employ. The streamlined process and measurable results underscore the transformational value utilizing WOTC and AxisCare’s Rockerbox integration.
“I would recommend every agency to go for it – AxisCare and Rockerbox do the heavy lifting for us, keeping the administrative burden low. I don’t think people realize how much money they’re missing out on by not utilizing this integration or WOTC in general.”
– Jessica Bolt, Head of Care Support Team, A First Name Basis
Long-Term Benefits:
The Rockerbox WOTC integration has positioned A First Name Basis to not only better serve its clients and caregivers but also to sustain long-term growth. With a scalable and efficient system in place, their agency is now better equipped to focus on its mission while leveraging tax credits to drive operational success.
“Additional cash flow as you scale benefits everyone – our business, those seeking employment, and the community at large. This, combined with Earned Wage Access (EWA), creates a powerful system of support and opportunity.”
– Jessica Bolt, Head of Care Support Team, A First Name Basis
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