EITC Connect
Help individuals in your target audience who qualify for the Earned Income Tax Credit receive benefits.
The U.S. Federal Earned Income Tax Credit (EITC) is a refundable tax credit for eligible working individuals and couples, particularly those with children. Many states also have EITC programs to support families with limited financial resources.
Problem
To qualify for the U.S. Federal EITC, individuals in the target audience need to meet certain IRS requirements and file a tax return, which is a difficult process to navigate.
Challenges
- Not many eligible individuals, couples, and families with children are aware of the program
- Those who are familiar with the program are uncertain whether they qualify
- Applicants struggle to find resources and support in the languages they need
Solution
CCL’s simple and secure text messaging platform can be used to design an automated yet interactive campaign that keeps administrative costs down while amplifying outreach efforts
Benefits
- Easily and quickly outreach to thousands of potential clients
- Provide info in multiple languages about the benefits of state and federal EITC
- Pre-screen for state and federal EITC eligibility
- Refer pre-screened clients to in-person tax assistance or online assistance
- Send automated reminders and motivational messages
- Easily get data for your grant reporting: All campaigns provide automated tracking
How It Works
How It Works
Upload phone number contacts or opt-in numbers from outreach like social media, newsletters, events, etc.
Collect information from clients to determine if they are eligible for EITC
Provide referrals on how to claim credit at no cost either online or through tax assistance sites based on location and language preference
Conduct follow-up, referring individuals to financial services and additional programs after their tax filing
Send scheduled or trigger-based reminders to help clients through the filing process