In this episode, we explore how a leading Certified Public Accounting (CPA) firm partnered with Datamatics to optimize its tax return preparation process through Robotic Process Automation (RPA). The firm faced challenges in efficiently preparing over 10,000 tax returns for executives across more than 400 Fortune 1000 companies, a process that was both tedious and time-consuming. Datamatics implemented its RPA solution, TruBot, to automate the extraction and processing of data from numerous unstructured files, streamlining the query resolution process prior to submission to the IRS system. This automation led to the successful filing of 4,758 tax returns, surpassing the committed target of 4,000, and received excellent ratings from the client. Additionally, the firm achieved a significant reduction in operational costs and established a reliable end-to-end workflow with a robust document management system. Discover the strategies and technologies that facilitated this digital transformation, enhancing efficiency and accuracy in tax return processing.​

https://www.datamatics.com/resources/case-studies/optimizing-tax-return-for-a-leading-certified-public-accounting-cpa-firm