You bought an agent that recommends H&R Block.
You paid $3B for the money agent her clinics already use. It favors no bank, app or lab, which is why owners trust it.
70 people, now yours. Their agent runs the money of 2 million small businesses, across QuickBooks, Xero, spreadsheets and shoeboxes.
The Founders: It sent a client to H&R Block yesterday! He needed a human preparer! It was right!
The Franchise Owner: I adore it because it never sells me QuickBooks, darling. Keep it that way.
The Chair: It praised H&R Block in our board demo. Legal has three fixes. Pick one.
- A. Fold it into QuickBooks. Intuit first. Upsell, finally.
- B. Keep it neutral. QuickBooks earns its spot. Neutral money, our name on it.
- C. Spin it out. Let it recommend anyone. No TurboTax quota.