NPS Intelligence (beta)

Disclosed NPS & retention by vertical

Verticals  /  Technology  /  Blucora

Blucora

TechnologyHR & finance softwareFinancial Software Platform
blucora.com ↗
56
Latest disclosed NPS
15 Jun 2021
11
NPS entries
2 with a number
66%
Retention
31 Mar 2021
2013–22
Years covered
13 entries in all

In their words

“A premium experience at a reasonable price point Consumer Professional Revenue Breakdown 2.2mm Professional e-Files1 56 NPS Metric ~24,500 Tax Pro Customers (FYE 2021E) FY Revenue Estimate Mid-Point: $225mm1 FY Segment Operating Income Mid-Point:…”
— Blucora · SEC 8-K filing · filed 15 Jun 2021 · NI-24284C5
“Customer retention rate...were up year - over - year...66% 2020”
— Blucora · SEC 8-K filing · filed 31 Mar 2021 · NI-F346724
“NPS scores and retention rates have increased as we have invested in product and customer care enhancements, inclusive of free access to tax experts.”
— Blucora · SEC 8-K filing · filed 1 Nov 2022 · NI-D0DDBD5

Disclosed NPS over time

Every Net Promoter Score Blucora has published, by date.

50607080908656

NPS disclosures (11)

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1 Nov 2022
NPSProgram

NPS scores and retention rates have increased as we have invested in product and customer care enhancements, inclusive of free access to tax experts.

— Blucora · SEC 8-K filing · filed 1 Nov 2022 · NI-D0DDBD5
SEC 8-K filing ↗
22 Jun 2022
NPSProgram

…of TaxAct partnerships 10x Long-Term 3 Increased employee engagement 25pp Success 25pp Boosted Financial Professional satisfaction Improved TaxAct net promoter score 18pts 2 2.9% Cut unallocated corporate G&A 1 Gross figure for Financial Professionals.

— Blucora · SEC 8-K filing · filed 22 Jun 2022 · NI-74B49BC
SEC 8-K filing ↗
20 Jan 2022
NPSProgram

This represents a 5% year-over-year increase. · Our satisfaction scores continued to improve with net promoter scores (NPS) for TaxAct consumer up an additional 1.5 points on top of the prior season’s historical high because of our continued investments…

— Blucora · SEC 8-K filing · filed 20 Jan 2022 · NI-57595F3
SEC 8-K filing ↗
10 Dec 2021
NPSProgram

…improvements and more options to serve clients delivering significant gains in financial professional satisfaction Refreshed TaxAct end-to-end customer experience yielded improved start rate, conversion rate, paid customer retention and NPS scores1…

— Blucora · SEC 8-K filing · filed 10 Dec 2021 · NI-7F1520F
SEC 8-K filing ↗
15 Jun 2021
NPS56

…a premium experience at a reasonable price point Consumer Professional Revenue Breakdown 2.2mm Professional e-Files1 56 NPS Metric ~24,500 Tax Pro Customers (FYE 2021E) FY Revenue Estimate Mid-Point: $225mm1 FY Segment Operating Income Mid-Point:…

— Blucora · SEC 8-K filing · filed 15 Jun 2021 · NI-24284C5
SEC 8-K filing ↗
5 May 2021
NPSProgram

We are realizing the benefits of continued strong NPS scores, retention rates, improved marketing effectiveness and ARPU strength driven by our broad set of customer offerings for consumers.” Walters continued.

— Blucora · SEC 8-K filing · filed 5 May 2021 · NI-A06BEC0
SEC 8-K filing ↗
19 Apr 2021
NPSProgram

…points compared to April 2020 across our 4 key cultural priorities: clarity, unity, customers and quality · Net Promoter Score (NPS) was up 19 points in 2020 compared to 2019 · Retention rate was up 5 points and conversion rate was up 6 points…

— Blucora · SEC 8-K filing · filed 19 Apr 2021 · NI-3B7044F
SEC 8-K filing ↗
31 Mar 2021
NPSProgram

USER DATA POINTS TO … (in millions) Our Net Promoter Scores have increased significantly Unique visitors were up 25% in 2020, while new users were up 4% 36 Total Retention…

— Blucora · SEC 8-K filing · filed 31 Mar 2021 · NI-7A3E8B4
SEC 8-K filing ↗
15 Mar 2021
NPSProgram

As a result, new users grew 12% in 2020, and our retention rate, conversion rate and net promoter scores all improved substantially. Key actions that we expect to benefit the 2021 tax season include launching a new hybrid-assisted tax preparation…

— Blucora · SEC 8-K filing · filed 15 Mar 2021 · NI-93D652B
SEC 8-K filing ↗
5 Aug 2020
NPSProgram

…• Improved several key business metrics for tax season, including unique visitors, retention and conversion rates and net promoter score. • Tax preparation revenue expected to decline approximately 3% for the full-year 2020 compared to the full-year 2019.

— Blucora · SEC 8-K filing · filed 5 Aug 2020 · NI-D36673F
SEC 8-K filing ↗
1 Aug 2013
NPS86

…reviewed extremely favorably 70% of the time Commitment to product quality and support drives retention and loyalty Net Promoter Score of 86 out of 100 Product Reviews and Overall NPS Reviews from last 24 months % NPS = 86% 1-6 7-8 9- …

— Blucora · SEC 8-K filing · filed 1 Aug 2013 · NI-6568B78
SEC 8-K filing ↗

Retention disclosures (2)

Open in the retention database →

31 Mar 2021
Retention66%

Retention rate (TaxAct): 66% (2020) — “Customer retention rate...were up year - over - year...66% 2020”

— Blucora · SEC 8-K filing · filed 31 Mar 2021 · NI-F346724
SEC 8-K filing ↗
15 Mar 2021
Retentionup

Blucora reports retention rate, conversion rate, and Net Promoter Scores all improved substantially in 2020.

— reported by streetinsider.com · 15 Mar 2021 · NI-569F540
streetinsider.com ↗

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About these figures

Every figure here was publicly disclosed by the named company: press releases, annual reports, SEC filings, earnings calls and news coverage. Companies tend to publish their NPS when it is good, so these numbers run higher than a true industry average: read them as what leading companies in this vertical say publicly, not as an industry benchmark.

NPS runs from −100 to +100. Retention figures are reported as the company defines them (net revenue retention, gross revenue retention, customer retention rate, churn). Every entry links to its source in the full database.