Supporting Tax Season Without Adding Strain on Library Staff

Supporting Tax Season Without Adding Strain on Library Staff

Supporting Tax Season Without Adding Staff Strain | Case Study

CASE STUDY

Supporting Tax Season Without Adding Staff Strain

Fremont Public Library District used Unique Patron Services Phone to absorb seasonal tax-season call surges while keeping frontline staff focused on in-library service.

Tax-related 44% of call volume
Total calls 1,360 Jan–Apr 2026
Avg call ~3 min per interaction

Fremont Public Library District × Unique Phone

Busy library environment

Call rollover

After a few rings, calls automatically roll to a trained live agent.

Live agents

Professional agents are trained for library-specific tasks and workflows.

Staff stay focused

Frontline teams stay on-task while patrons still reach a real person.

THE PROBLEM

Tax season spikes phone demand — right when staff are busiest

Fremont Public Library District manages steady, high call traffic every day. During tax season, calls increase significantly as patrons schedule, cancel, and change AARP tax preparation appointments and request service information.

What was at risk

  • Staff pulled away from desks, programs, and in-person service
  • Longer waits for patrons trying to reach someone
  • Service quality tradeoffs during peak hours
Busy library
Peak season demand often hits when staff are already fully engaged.

THE PROCESS

An established rollover workflow absorbed the seasonal surge

Since 2024, Fremont has used call rollover support: when calls aren’t answered after several rings, they automatically roll to a trained agent who completes the interaction on the library’s behalf. During tax season, that same structure handled appointment scheduling, rescheduling, cancellations, and questions related to free AARP Tax-Aide services—without introducing a new system or changing staff workflows. AARP Tax-Aide

This kept patrons supported during peak demand without pulling staff away from in-person service.

THE STATS

What the 2026 tax season demonstrated

Call data from Jan–Apr 2026 shows how much tax services affect phone volume—and how much time rollover support can protect.

1,360
Total calls handled
Jan–Apr 2026
600
Tax-related calls
Most common call type
44%
Of call volume was tax-related
Seasonal demand
~3 min
Average call duration
Quick, repeatable interactions
February
Peak demand month
Highest seasonal pressure
Mon 10am
Busiest call time
Highest concentration
Fremont Public Library District has made it through another season of AARP tax appointments. Unique has made the process much easier for our staff and patrons who make and cancel many appointments as well as giving out other information about our tax services.
Margaret Kulis · Adult Services Manager

THE OUTCOME

A smoother season for patrons — and a more resilient operation for staff

Because trained rollover support was already embedded in daily operations, the tax-season surge did not force tradeoffs in service quality. Patrons received timely assistance, and staff remained focused on core responsibilities.

Why it matters

  • Patrons still reach a live person when it counts
  • Predictable seasonal spikes don’t become staffing crises
  • Service stays consistent during the busiest hours
Library community graphic
Better continuity of service strengthens the community experience.

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