WELLBEING CHAMPION CASE STUDY
WELLBEING CHAMPION CASE STUDY

Tax Traders join Clearhead for an integrated approach to wellbeing

About

Tax Traders is a New Zealand fintech company that creates software for accountants so more of their clients can have flexibility with their provisional tax payments. Tax Traders started using Clearhead in 2023 when they had around 20 staff members, and since then have grown rapidly to almost 50 employees, with high retention rates and an employee net promoter score of 89%.

“Clearhead has been a huge part of our culture and wellbeing stack and has really helped our people. We are so glad we found you."
Nicola Taylor, Co-founder


Tax Traders pride themselves on not only on their exceptional products, but also on their commitment to personal and professional development, creating joy and enhancing the lives of their people.

Along with their sister company Taxi, a business funding platform, Tax Traders was the overall winner at the 2024 Best Places to Work awards and the winner in the Small Businesses Category, with judges recognising their “exceptionally high” employee satisfaction rating.

About

Wide Range of Options

Whilst Tax Traders was already providing paid therapy to their team, the adoption of Clearhead meant they could suddenly offer a much wider range of therapy options in a way that was confidential and secure. The adoption of Clearhead also meant that many more valuable conversations were started around what kind of therapy team members were accessing, and therefore what kind of challenges they were facing.

The easy-to-use dashboard allows team members and their families to access support 24/7, right from their phones or laptops. Users can even see counsellor availability, allowing them to book sessions sooner and avoiding waiting for an allocated time days or even weeks later.

Team members are introduced and shown how to use Clearhead as part of their onboarding experience. New team members are personally taken through the dashboard, including being shown how to use proactive mental health resources and book therapy sessions.

“When you want mental health support, you don’t want it tomorrow or a week down the track, or to have someone call you within 48 hours. You want it now. Clearhead has made it easier for our people and their families to access the support they need at the right time.”
Carla Haugh, People Lead
Wide Range of Options

Personalised Support

Tax Traders is one of the companies who offer unlimited therapy sessions to both employees and members of their immediate families, as part of their care for their team.

“It is really changing people’s lives. Among the stories of change, we have marriages that may have failed if not for the support the partners received. Another had access to tools that helped him better understand what he can do to support his daughter who was having mental health challenges. The layout of the profiles and the ability to match with the right person is something I haven’t experienced with an EAP service before.”
Carla Haugh, People Lead

There are more than 1,000 therapists on Clearhead’s online booking system, all of whom display their specialties for users to see. It allows users to get expert support from counsellors with specific expertise, from couples counselling to managing burnout.

Team members also use the Clearhead “MatchMe” system which helps narrow down and match their employees to the best therapist for their specific needs. The visibility of the Clearhead platform means users can browse counsellors and select someone who appeals to them, rather than be assigned a counsellor at random.

“It is really changing people’s lives. Among the stories of change, we have marriages that may have failed if not for the support the partners received. Another had access to tools that helped him better understand what he can do to support his daughter who was having mental health challenges. The layout of the profiles and the ability to match with the right person is something I haven’t experienced with an EAP service before.”
Carla Haugh, People Lead
Personalised Support

Destigmatisation

Mental health has been notably destigmatised at Tax Traders, where staff openly talk about how they use Clearhead. It is now common for team members to engage in online therapy from one of the quiet rooms during the work day. It’s also common for someone to recommend their counsellor to someone else or chat about who they are seeing in team meetings.

Clearhead is one part of the reason Tax Traders and Taxi have managed to create a psychologically safe culture where people are free to be themselves at work, to talk about what’s happening in their lives and not to be judged or treated any differently as a result.

“It's important for us to be able to support everyone in the team with whatever they need. It gives people the confidence to say, ‘My company wants me to be my best self, so I’m going to use Clearhead.’”
Carla Haugh, People Lead
Destigmatisation

“It’s great to see the increased uptake in counselling support from Clearhead. Clearhead provides that personal touch whenever you need it, even if it is just about learning how to better deal with the day to day difficulties and frustrations.”

Carla Haugh, People Lead

“Tax Traders is a workplace where I come to thrive…a place where male employees can openly talk about getting counselling support for their grief.”

Tax Traders Employee

“Tax Traders are super unique, I have worked for businesses that had a great culture, but Tax Traders trumps them. From the moment you walk in the door you feel genuinely cared for, you know the people you work with, you celebrate everyone's differences - from their skillset, through to the differences in the way their brains are wired. Tax Traders are constantly striving to support you to be the best version of yourself, and your peers around you want to see you succeed.”

Tax Traders Employee

“It's a workplace like no other. I've been really fortunate to have worked with many great people and organisations over a few decades, and nothing has ever felt like these people and this place. It is the ultimate embodiment of walking the walk when it comes to creating a team and environment predicated on care and encouragement. The old adages around 'sure that's all great and we'll do what we can, but at the end of the day we're a business' are well and truly flipped here. 'Sure we're a business, but at the end of the day genuinely caring for and supporting our people is most important' is more like it.”

Tax Traders Employee

What makes this place truly unique is its unparalleled flexibility and the genuine prioritisation of team wellbeing. Here, individuals are treated with utmost respect and consideration, not merely as employees.”

Tax Traders Employee

“Tax Traders is unlike any other organisation. It lives and breathes generosity, joy, and making people happy in the workplace. The people are the main focus of the company and it really shows.”

Tax Traders Employee

The supported journey our wellbeing champions go on.

Implementation

When organisations take their first step with Clearhead, they embark on a purposeful journey towards fostering mental wellbeing. As a new member of the Clearhead family, you'll hear directly from our Customer Success team, who is by your side every step of the way, providing a thorough launchpad in the first month, and a clear roadmap for the year ahead.

We make the job easy for you by equipping you with essential resources and empowering you to seamlessly integrate Clearhead into the fabric of your workforce. Our approach is rooted in simplicity and effectiveness, making the journey towards mental wellbeing not only manageable but also impactful.

Implementation

Maintaining Utilisation

Sustaining the momentum in supporting your workforce's mental health is at the core of our commitment. We go beyond initial implementation to offer a continuous stream of resources on a monthly basis, ensuring engagement remains high. Our proactive approach includes informative monthly webinars with world-leading experts covering a range of wellbeing topics, designed to empower individuals with knowledge and tools for their individual journeys.

We also foster interaction through quarterly engagement competitions, motivating your people to actively participate with the Clearhead platform. Our proactive and holistic approach to wellbeing sets us apart, resulting in an adoption rate that's up to 10 times higher than traditional EAP providers.

Maintaining Utilisation
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We love to partner with organisations that care.

Find out how Clearhead can work for your organisation. Fill our the form, and we will be in touch with you within 24 hours.
General Manager

Great portal/service and reactive customer service as well. I have also noticed an increase in the amount of our team who are getting therapy which is fantastic!

Sharesies,
General Manager
Head of People Analytics

Clearhead is deeply embedded and highly adopted in our culture. It is a core part of our employee value proposition and a strategic lever for performance, risk management, and culture, ensuring our people can bring their best selves to work.

Rothbury,
Head of People Analytics
Health, Safety, and Wellbeing Leader

Thanks for making the onboarding process so easy and supportive. We've had some great feedback from employees around positive interactions with the Clearhead customer service team. Really glad we have partnered with Clearhead!

Entain | Australia & New Zealand,
Health, Safety, and Wellbeing Leader