Challenge
Reinvent and streamline procurement processes for independent tax pros so they could focus on customers.
Find an intuitive solution for minimal training across independent offices.
Gain visibility into seasonal ordering for more accurate forecasting.
Solution
Results
PO flip email capability enables those independent operators to easily control payment cycles.
Coupa Source instilled good corporate discipline across all satellite offices.
Streamlined seasonal, bulk order process for better efficiency and annual forecasting.
“We chose Coupa because we want partners to help us solve business problems.”
— Todd Dooley, Former Vice President of Finance