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Discover Library
Search this library to find research and resources from across the financial empowerment field.
Discover financial empowerment resources
Search this library to find research and resources from across the financial empowerment field.
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Discover financial empowerment resources
Search this library to find research and resources from across the financial empowerment field.
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Encouraging tax filing at virtual clinics
In 2020, The Behavioural Insights Team partnered with United Way and Oak Park Neighbourhood Centre to develop and test an email intervention to increase participation in tax filing clinics. An "active choice" email (sample email) significantly increased response rate and attendance to virtual...
Publication Date: October 1, 2020
Topic: Financial behaviour/decisions, Research and evaluation
Author: The Behavioural Insights Team
Content Type: Research
Format Type: Presentation
Tag: Consumer behaviour, Financial behaviour, Tax clinic, Tax filing, Virtual services
Location: Canada, Ontario
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Designing a remote financial help service
Amidst the COVID-19 lockdown, community service agencies across Canada have had to rapidly adapt the way they engage and support people in the community. A growing number of Canadians need (or soon will need) support as they deal with the financial strain brought on by an unprecedented global...
Publication Date: June 15, 2021
Topic: Financial coaching & counselling
Author: Prosper Canada
Publisher: Prosper Canada
Content Type: Programs
Format Type: Report
Tag: Canada, COVID-19, Financial coaching, Program design, service design, Virtual services
Location: Canada
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Tax Prep Dispatch: Alternative Service Delivery Tips!
Tips and considerations for providing alternative tax filing service...
Publication Date: April 6, 2020
Topic: Tax filing and benefits
Author: Justin Chu
Publisher: Prosperity Now (formerly CFED)
Content Type: Training/Toolkits
Format Type: Article
Tag: Best practices, Tax clinic, Tax filing, Virtual services
Location: United States
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Tax Prep Dispatch: The Drop-Off Process
Considerations and best practices for drop-off and virtual tax filing...
Publication Date: March 19, 2020
Topic: Tax filing and benefits
Author: Christopher Murphree
Publisher: Prosperity Now (formerly CFED)
Content Type: Training/Toolkits
Format Type: Article
Tag: Best practices, Tax clinic, Tax filing, Virtual services, VITA
Location: United States
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