R&G Brenner

Increasing client engagement and satisfaction at R&G Brenner with a new app experience

About
the Client

R&G Brenner is a full-service Income Tax preparation business servicing over 1 million clients since 1941. The Brenner family has served the New York metropolitan community for 80 years. Over that time, hundreds of thousands of its clients have relocated nationally & internationally.

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R&G Brenner currently has clients residing in all 50 U.S. states & nearly 100 countries. While now a global firm, the client’s business philosophy has remained the same since 1941: providing expert professional services & superior customer service paired with the best available technology.

The challenge

R&G Brenner needed to rebuild a cross-platform mobile application and develop new features to improve user performance. The client originally wanted Rootstrap to bring its existing app to a stable and maintainable state.

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R&G sought out Rootstrap’s Discovery process to examine its existing app and associated "rescue mission" work required to bring the product back to stability and complete feature necessary upgrades before the next US tax season.

What we did

Technical Audit: The team assessed the current state of the codebase, infrastructure, and overall platform to propose solutions to continue development. They discovered the need for more robust maintenance across the solution, most importantly on the backend code and infrastructure platform.

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A Complete Rebuild: Rootstrap’s Discovery uncovered numerous code quality and structural issues that led the team to believe it would be more cost-effective for the client to fully rebuild the product instead of repairing the existing RGB TaxApp.

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Rescue Mission Team: Rootstrap enlisted Delivery, Engineering, Project, and Product Managers, along with a Backend Developer, DevOps, and QA Engineers, to the project. They worked closely with the client's internal team to build a new application from scratch, ensuring long-term maintainability with modern technologies and adding new features.

The Result

New High-Performance App: The R&G Brenner rescue mission came true in time for tax season, successfully achieving the client’s #1 goal of enlisting Rootstrap's services. The new and improved R&G Brenner TaxApp allows users to complete their taxes and communicate seamlessly with our client.
Additional Features & Ease of Use: The RGB TaxApp is designed for simplicity and to securely capture, transfer & access tax information with minimal actions. Rootstrap's robust tech stack provides R&G with a higher-performing app with underlying architecture and future integrations for development and ongoing maintenance.