Case Studies

Fill out insurance certificates and applications twice as fast for half the price

October 10, 2019

Client profile: The Farmers Insurance Group of Companies is a leading U.S. insurer of automobiles, homes and small businesses and provides a wide range of other products for insurance and financial services. Base of Operations: Farmers Insurance serves more than 10 million households with more than 20 million individual policies across all 50...Read More

PDFfiller eliminates the “paperwork nightmare” of a clinic with automated workflows

July 25, 2019

Douglas A. Waldman, MD is an orthopaedic surgeon practicing with Marshall Orthopaedics. The orthopaedic surgery clinic is located in Marshall, Texas with 7 employees. Douglas A. Waldman, MD We had to deal with a lot of disability forms to fill out that had minimal space for handwriting, and certainly no room for legible handwriting. Even...Read More

Fast and seamless negotiations between the IRS and foreign musicians performing in the U.S.

June 20, 2019

Kevin Bothwell is an independent tax professional (enrolled agent) providing tax advice and withholding agreement instruction for negotiations between foreign classical musicians performing in the U.S. and the IRS, along with tax return preparation and electronic filing services. Kevin provides tax consulting and return preparation primarily to non-residents of the USA who perform and tour…Read More

Effectively processing service agreements for higher customer satisfaction

June 5, 2019

Pied Piper Termite, Pest & Lawn is a lawn care and pest control company that operates out of Oklahoma and Texas. The company provides commercial and residential pest control, termite protection, and lawn maintenance services. Pied Piper office staff manage customer requests and schedule service appointments online to ensure that their customers don’t have to...Read More

5 startup tips for writing a winning business plan in 2019

May 8, 2019

Having an effective business plan is crucial when applying for a loan or convincing potential investors to fund your growing company. A business plan is your company’s roadmap, detailing how it will achieve its sales and financial goals to make the initial investment worthwhile. Besides raising funds, there are other benefits to writing a business...Read More

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