Case Study: H&R Block achieves streamlined, intuitive seasonal procurement and improved forecasting with Coupa Software

H&R Block finds a more efficient, intuitive procurement solution for seasonal spikes.

H&R Block, the retail tax-preparation and consumer tax software company, depends on thousands of seasonal independent tax preparers at satellite offices. Because tax season is short and staff turnover is high, the company needed an intuitive, low‑training procurement process that would streamline ordering for independent operators, reduce administrative burden, and provide visibility into seasonal purchasing for better forecasting.

H&R Block implemented Coupa Procure (with Coupa Source) to simplify purchasing and enforce corporate policy across satellite offices. PO‑flip email capability gave independent operators easy control over payment cycles, the solution instilled consistent procurement discipline, and a streamlined bulk‑order workflow improved seasonal efficiency and annual forecasting.

H&R Block

Todd Dooley

VP of Finance