Statements from the following verified business professionals were used to create this chart:
Title |
Company Size |
Industry |
Response |
|
Preparer |
Small Business |
Financial Services |
- We wanted to reduce administrative time (e.g. collating, mailing, receiving and scanning documents).
- We wanted to give our clients a modern, convenient option.
|
|
Reviewer |
Small Business |
Professional Services |
- We wanted to reduce our hard costs (e.g. paper, toner, stamps, envelopes, printing, scanning).
- We wanted to reduce administrative time (e.g. collating, mailing, receiving and scanning documents).
- We wanted to give our clients a modern, convenient option.
- We wanted to streamline and optimize our 1040 workflow to support our long-term growth plans.
|
|
Preparer |
Medium Enterprise |
Financial Services |
- We wanted to give our clients a modern, convenient option.
|
|
Preparer |
Medium Enterprise |
Professional Services |
- We wanted to give our clients a modern, convenient option.
- We wanted to streamline and optimize our 1040 workflow to support our long-term growth plans.
|
|
Preparer |
Small Business |
Financial Services |
- We wanted to reduce our hard costs (e.g. paper, toner, stamps, envelopes, printing, scanning).
- We wanted to reduce administrative time (e.g. collating, mailing, receiving and scanning documents).
- We wanted to give our clients a modern, convenient option.
- We wanted to streamline and optimize our 1040 workflow to support our long-term growth plans.
|
|
Reviewer |
Large Enterprise |
Professional Services |
- We wanted to streamline and optimize our 1040 workflow to support our long-term growth plans.
|
|
Preparer |
Large Enterprise |
Computer Services |
- We wanted to give our clients a modern, convenient option.
|
|
Preparer |
Large Enterprise |
Professional Services |
- We wanted to reduce administrative time (e.g. collating, mailing, receiving and scanning documents).
- We wanted to give our clients a modern, convenient option.
|
|
Preparer |
Medium Enterprise |
Professional Services |
- We wanted to streamline and optimize our 1040 workflow to support our long-term growth plans.
|
|
Preparer |
Large Enterprise |
Professional Services |
- We wanted to reduce our hard costs (e.g. paper, toner, stamps, envelopes, printing, scanning).
- We wanted to reduce administrative time (e.g. collating, mailing, receiving and scanning documents).
- We wanted to give our clients a modern, convenient option.
- We wanted to streamline and optimize our 1040 workflow to support our long-term growth plans.
|