Case Study: Trust Consulting Group achieves streamlined WOTC tax credit processing and improved productivity with Insightly

Insightly makes it easier for Trust Consulting Group to exceed client expectations

Trust Consulting Group is a Texas-based consulting firm and a leading Work Opportunity Tax Credit (WOTC) service provider serving 1,000+ clients across 44 states. As its client base and distributed workforce grew, the company outgrew Asana, which couldn’t handle tax forms, attachments, or the project-level visibility needed to manage its specific workflows.

Trust Consulting Group adopted Insightly as a one-stop accountability platform to centralize tasks, recurring workflows, projects, and email attachments with client records. The result is a scalable, collaborative workspace that streamlines delegation, automates routine tasks, gives managers instant visibility into work, and boosts productivity and client service.

Trust Consulting Group

Kaitlynn Lawyer

Business Segment Manager