Case Study: a mechanical systems services provider reduces tax processing labor with BDO tax automation

a mechanical systems services provider cuts overtime 32% with BDO

One mechanical systems services provider was struggling with a highly manual and error-prone tax process. They manually handled data from over 50 source files across 86 locations, a burden that consumed vast resources and diverted attention from higher-value work. BDO was engaged to address these tax automation challenges.

BDO implemented a solution leveraging the Alteryx platform to automate data aggregation, analytics, and reconciliation. This significantly reduced manual labor, cutting overtime hours by 32% and compressing processing time from weeks to hours. BDO's approach also streamlined fixed asset consolidation, reducing that task's timeline by approximately 87% and creating a scalable framework for the client's future growth.