The most helpful aspect has been the people, particularly our Customer Success Manager (CSM).
Our CSM has been a dedicated partner since 2018 and is truly an extension of our team. His expertise in SEC and Edgar requirements and filings, combined with his deep understanding of our company's processes and business, has been invaluable. The guidance and advice he provides consistently enhance the quality of our filings. We also have a really positive rapport with, and appreciation for, our Sales Director, whose support we greatly appreciate.
In addition to the exceptional team, the Workiva platform itself is intuitive and functional. Its features have streamlined our processes and increased efficiency, while the robust controls and audit trails provide added confidence.
I love using Workiva. The capabilities are absolutely perfect for my company's reporting needs. The customer support is top of industry. Each new capability seems to only improve the product.
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