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Case Study

Reduced information processing cost by 25%

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

Our 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

Tools & Technologies

Microsoft Azure

Key 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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