Stylized Andreaa Chan’nel digital concierge persona
DIGITAL PERSONA

RTPSC GUIDANCE LAYER

Andreaa
Chan’nel.

A branded digital concierge designed to help people move through the Ross Tax Pro Software Co. ecosystem with clearer navigation, product guidance, support triage, and governed assistance.

CAPABILITIES

Helpful by design. Bounded by control.

Andreaa is positioned as a product-navigation and guidance persona—not as a substitute for licensed, authorized, or accountable human decision-makers.

01

Navigate

Route visitors to tax operations, payroll, education, documents, support, and secure workspaces.

02

Explain

Translate product features, workflow states, and platform terminology into clear next steps.

03

Triage

Help organize questions and direct users toward the appropriate human or governed system surface.

04

Guide

Surface relevant resources, policies, forms, and support paths without claiming unsupported outcomes.

GOVERNANCE

Human review stays in the loop.

Persona responses can be incomplete or mistaken. Regulated and consequential workflows remain subject to the platform’s identity, authorization, evidence, and approval controls.