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Robotic Process Automation RPA for Tax case study
Case Study

Optimizing Tax Return For A Leading Certified Public Accounting (CPA) Firm

Client

A leading accounting and financial
consulting company


Industry

Advisory & Consulting


Region

Canada

Robotic Process Automation RPA for Tax case study

Challenges

Tax return preparation of 10,000+ executives at over 400 Fortune 1000 companies. The process was tedious and time-consuming.

They wanted to maintain a smooth flow of return filing with a resolution of queries prior to submission in the IRS system and provide a real-time status update to clients on queries and resolutions to strengthen the business relationship.

Solution

Datamatics deployed Robotic Process Automation solutions, TruBot, for automating the process of filing tax returns by referring to numerous unstructured files. Query resolution fields were set to answer queries raised by the tax return preparer and ensure all-around completion before submission to the IRS system.

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Impacts

4,758 Tax Returns filed after RPA solution

4,758

Returns filed against the committed numbers of 4,000 with excellent ratings from the client

24x7 Dedicated support

24x7

Dedicated support

Reduction In cost of operations by a significant amount

Reduction

In cost of operations by a significant amount

End-to-end workflow

End-to-end workflow

And reliable document management System set up

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