Case Study: H&R Block achieves faster, secure digital onboarding and reduced paperwork with Secured Signing

H&R Block - Customer Case Study

H&R Block faced a major seasonal hiring challenge: each year it onboards thousands of tax agents across 420 offices, relying on paper employment contracts that created a logistics nightmare—district managers spent weekends chasing signatures, HR struggled with tracking and storage, and consistency and auditability were weak. To address this, H&R Block selected Secured Signing and its digital signing solution, which uses personal PKI digital signatures and a locally supported service.

Secured Signing implemented a tailored workflow that lets managers upload a spreadsheet, bulk-invite one to a thousand agents, generate individualised agreements, route signatures (employee then manager), send copies to HR, and provide automated reminders and a management dashboard. The result: faster turnaround, reclaimed manager weekends, reduced printing/postage and administrative effort, stronger governance and audit trails, high adoption even among retirees, and an immediate ROI for H&R Block across its 420 offices.

H&R Block

Bill Cashman

HR Manager