Canada
Puerto Rico
USA
Belgium
France
UK
India
Client Background
Our client is a global provider of audit, tax, and consulting services operating in 123 countries.
Client Need
The client aimed to optimize their tax document processing through automation. Key challenges included:
Elevated costs due to manual processing of tax documents and attachments.
Lack of automated intake for documents from diverse sources, leading to processing delays.
Inefficient extraction and validation of key metadata from tax documents, resulting in data inaccuracies.
Excessive human intervention required in processing, hindering scalability and efficiency.
Inability to implement continuous improvement through a self-learning mechanism, resulting in stagnant processes.
Solution
We implemented a comprehensive automated DevOps pipeline focusing on key areas, including:
Centralized Azure Platform: Developed a Microsoft Azure platform to centralize tax automation processes
Accelerated Deployment: Automated the DevOps pipeline to facilitate faster deployment cycles
Modular Microservices: Implemented a microservices architecture to handle tax automation requests from various sources
Targeted Initial Automation: Focused the initial automation phase on Schedule K1 Federal and State Tax Documents and Attachments
Realized Benefits
Compressed the time required for reviewing, extracting, and processing tax forms from hours to minutes
Facilitated the management of seasonal workloads without the need for additional resource training or hiring
Mitigated error-prone steps caused by manual users, thereby enhancing the accuracy of processed information
Decreased information processing costs by 25%
Tools & Technologies
Microsoft Azure
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