Case Study: WCG Inc. achieves secure, efficient client onboarding with Intellistack

Jason Improves the Customer Experience with Secure Tax Forms

WCG Inc., a business advisory and tax preparation firm, needed a simple but secure way to collect sensitive client information and replace cumbersome fillable PDFs. They turned to Intellistack for an online form solution that could handle data like driver’s licenses, banking details, and Social Security numbers while supporting a better client experience.

Intellistack implemented secure tax questionnaires and client intake forms, with Professional Services helping WCG Inc. launch quickly and tailor the setup to their workflow. The result was eliminated paper, improved security, and fewer back-and-forth iterations with clients, which made tax preparation more efficient and improved customer service by reducing the need to repeatedly request missing information.

WCG Inc.

Jason Watson

CPA and Senior