Case Study: Baker Tilly achieves 50% faster tax reporting and 70% fewer errors with Alteryx

Baker Tilly Streamlines Specialty Tax Reporting with Alteryx

Baker Tilly, a top 10 advisory tax firm, faced the challenge of managing highly complex unclaimed property reporting across varying state regulations and massive data volumes from disparate sources. Manual processing of hundreds of large files could take days or even weeks, with up to 500 hours spent just opening files and starting calculations. Baker Tilly turned to Alteryx, using Alteryx Server and Designer to streamline its specialty tax compliance and reporting work.

With Alteryx, Baker Tilly automated data preparation, processing, and reporting through repeatable workflows and batch macros, reducing manual effort and improving accuracy. The results included more than 50% time savings in data processing and a more than 70% reduction in regulatory reporting errors, helping the team deliver faster, more reliable outcomes for clients.

Baker Tilly

Eunice Yi

Senior Associate for Unclaimed Property