Canada
Puerto Rico
USA
Belgium
France
UK
India
Client Background
The client is a global provider of audit, tax and consulting services to entrepreneurial growth-focused organizations, with a presence in 123 countries across the America, Europe, MENA, Africa, and Asia Pacific.
Client Need
Reduce Costly and Manual in-take processing of Tax Documents and Attachments
Automated in-take process of documents from multiple sources
Intelligently understanding, extracting, validating and storing Key Metadata information from various tax documents
Involve human only to process exceptions
“Self-learning” continuous improvements
Solution
Built a Microsoft Azure platform to centralize tax automation.
Automated DevOPS pipeline for faster deployment
Implement a Microservices architecture for intake of tax automation requests from multiple sources
Initial phase to focus on Schedule K1 Federal and State Tax Documents and Attachments automation
Realized Benefits
Cut down reviewing, extraction and processing of incoming tax forms from hours to minutes
Given the nature of tax processing being specialty and seasonal – requires specialized knowledge/training and “additional” resources needed for a short period of time- customer can manage the seasonal loads without having to train/hire additional resources
Solution will eliminate error-prone steps that are caused by users and improves the accuracy of information processed
25% lower cost of processing
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