TechValidate Research on Citrix Workspace Cloud


Citrix RightSignature Case Study

How Hernandez & Company CPAs use RightSignature to take down deadline day

Introduction

This case study of Hernandez & Company CPAs is based on a November 2015 survey of Citrix RightSignature customers by TechValidate, a 3rd-party research service.

“On our tax deadline, we needed several documents signed by clients to authorize us to efile tax returns. With RightSignature, the client was able to conveniently access and sign those authorization forms wherever they were. We received signed documents within minutes, allowing us to electronically file their tax returns in a timely manner.”

Challenges

  • Primary reasons for choosing Citrix RightSignature:
    • Get documents signed faster
    • Save money over printing and/or shipping costs
    • Reduce time spent on admin tasks
    • Improve our professional image with clients / make doing business with us easier
    • Get a paperless solution for signed documents

Use Case

  • Previous methods for getting documents signed prior to RightSignature:
    • Fax
    • Shipping
    • Email
    • Manual / in-person delivery
  • Sends 21-100 documents per month with RightSignature.

Results

  • Saves 1-5 hours per week with RightSignature
  • Since using RightSignature it is easier to do the following:
    • Services remote clients
    • Provides data security and compliance
    • Gets time-sensitive documents signed promptly




About This Data

This data was sourced directly from verified users of Citrix Workspace Cloud by TechValidate.

TechValidate verifies the identity and organizational affiliation of all participants that contribute to published research data. When research participants so desire, we also guarantee their anonymity so that they may share information honestly and freely.


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