Skip to main content

Our Success Depends on Our Customers' Success

Customer success image
4 min read
Published: August 18, 2011
Last Updated: August 9, 2023

At WebFilings, we're committed to our customer's success and supporting them throughout their filing process. One of the most rewarding parts of our job is hearing from customers whose SEC reporting experience was made less stressful and more enjoyable thanks to WebFilings and the Wdesk Solutions.

In addition to compliments we receive on how our solution has helped bring a better work/life balance to the reporting process, our Customer Success and Professional Services teams thrive on delivering exceptional service to all our customers. We've compiled here some of the most recent feedback from our customers last quarter's filing season—which really sums up why we do what we do:

Wdesk as a solution has been great, and I can't express how much we have appreciated the guidance of Tracy, our Customer Success Manager, and all of your help over the last few months. Thank you very much for everything!

—Reagan Smith, Financial Reporting Manager, Eagle Rock Energy Partners, LP

It is incredible that we implemented the Wdesk Solution within seven weeks. Our Customer Success Manager really made our implementation and filing a success.

—Stephanie Brady, Director of External Reporting, Itron, Inc

Our first filing in-house with Wdesk was a success and had no errors, which is never a bad thing. I also thought the customer service provided by WebFilings was excellent, particularly the service provided by our Success Manager which was second to none.

—Bill Myers, VP Technical Accounting and Reporting, Eaton Corporation

I just wanted to share how much I've appreciated working with Wdesk Customer Success Team over the past weeks. Our contact Leanne was extremely helpful, and I definitely haven't been one of her star students. She has been proactive and has walked me through the process. We greatly appreciate it!

—Janet Quick, SVP Chief Accounting Officer, Heartland Financial USA, Inc.

Fabulous! My boss was asking about the Proxy yesterday. Not only is Wdesk a great product, but the customer service is fabulous.

—Glenda Cooper, Delta Apparel, Inc.

As a result of using Wdesk, we have seen significant time savings and growth efficiencies in our financial reporting process. We prepare our XBRL exhibits in-house using Wdesk, allowing us to have more control over the process. The linking of spreadsheets and document files, ability to run blacklines, and the "publish ready" functionality are extremely helpful. They welcome our feedback and continuously improve the product, which is evident by the recent upgrades to the application. The customer service is responsive and constantly exceeds our expectations. Congratulations WebFilings, you have a great product and a fantastic team!

—Esther Nunez, Sr. Mgr. Financial Reporting, Thomas Properties Group, Inc.

We recently completed several SEC filings using Wdesk, and they went without a hitch. We appreciate the great job by the entire WebFilings team. During the XBRL preparation, we felt confident throughout the process that we were being led in the right direction. Without exception, our questions and concerns were responded to quickly and clearly.

—Brian Small, Corporate Controller, Amtech Systems, Inc.

XBRL was a lot more work than I thought, but we got through it thanks to the big time efforts of Meredith our Customer Success Manager. She went above and beyond to help get it ready on the day we wanted to file.

—Dave Kaplan, Assistant Controller, Broadview Networks Holdings, Inc.

We have been very satisfied with our decision to use Wdesk for our SEC reporting requirements. We needed a application to help us with our XBRL filing requirements, and were sold on the solution from the first demo. At the time, we couldn't have imagined all the efficiencies and benefits we are now experiencing with the Wdesk solution, such as having multiple collaborators working on the document at the same time and the ability to make changes to a document minutes before filing. Our year two XBRL tagging process was easier than we imagined. The support team that was assigned to us was great to work with and knew XBRL inside and out. Everyone at WebFilings has been professional and a pleasure to deal with. They have always promptly answered any questions and solved any issues we've had.

—Steven J. Tomasula, Financial Reporting & Analysis Manager, Cedar Fair Entertainment Company

It's great that different people can be working on the same document at the same time—a real time saver. Plus, being able to make last minute changes so effortlessly reduces the stress around filing time. The Customer Success Team is fantastic to work with.

—Chad Leonard, VP/Controller, Washington Federal, Inc.

And, short and sweet, and to the point, Chad Leonard concludes with our all-time favorite customer testimonial, "Woohooo!!!!!"

You May Also Like

Online registration is currently unavailable.

Please email events@workiva to register for this event.

Our forms are currently down.

Please contact us at

Our forms are currently down.

Please contact us at