Case Study: H&R Block gains visibility into seasonal ordering with Coupa

H&R Block streamlines seasonal procurement with Coupa for 1,000-5,000 employees

H&R Block, a tax preparation company, faced the challenge of streamlining procurement for its many independent seasonal tax offices. They needed an intuitive solution requiring minimal training and sought to gain visibility into seasonal ordering to improve forecasting. They turned to the vendor Coupa Software for a procurement solution.

Coupa implemented its platform, including Coupa Source, to instill corporate discipline across offices. The solution provided a PO flip email capability for easier payment control and streamlined the bulk order process. As a result, H&R Block gained the desired visibility into seasonal ordering for more accurate forecasting and created a more efficient procurement process that allowed staff to focus on customers.

H&R Block