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January 28, 2017

#MergeMasters - Max Tax LLC

In our #MergeMasters series, we like to highlight how customers are using WebMerge and highlight the impact WebMerge has had on their business.  Today, we're highlighting Max Tax LLC, a tax preparation and consulting firm, that does 95% of their business online.

Company Name: Max Tax LLC
Industry: Accounting and Auditing Services
Apps Used: Knack + WebMerge

Walk us through what solution you were using before WebMerge.

Before Webmerge, we were using our website through Knackhq, and sending our forms via email.

What problems were you running into that led you to search for WebMerge?

The problem we were facing was that when our clients submitted their information via our website, there was no way for them to see a final summarized copy of their info, without having to go back into our website.

How are the things different for you now that you use WebMerge?

Now that we use Webmerge, our clients are able to receive a clear secure copy of the info they submitted to us in an email for their records! If they catch something they left out, we can make changes quickly, instead of solely relying on our website.

Can you estimate how much time you are saving with WebMerge?

100s of hours!

Can you summarize in one sentence what difference has WebMerge made for your business?

It's created a new level of accountability for our clients. It creates a paper trail that doesn't lie!

 

2 min read

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