Case Study: Baker Tilly achieves faster, more accurate tax preparation with Alteryx

Top 10 Accounting Firm Streamlines Tax Preparation Efficiency with Alteryx

Baker Tilly, a top ten advisory CPA firm, needed a better way to handle complex tax preparation tasks involving inconsistent client data, manual trial balance mapping, and sales and use tax processing. The firm turned to Alteryx to help streamline these repeatable, error-prone workflows and improve efficiency across its tax technology team.

Using Alteryx, Baker Tilly built automated workflows to standardize trial balance mapping and convert client data into tax-software-ready formats. The results included 500 hours saved automating trial balance mapping and 1,100 hours saved in sales and use tax processing, while also reducing manual effort, improving consistency, and lowering the risk of errors.

Baker Tilly

Juliana Maia

Senior Manager of Tax Technology