Case Study: Armanino LLP achieves 57% faster client cash settlements and 14,800 hours saved with SS&C Blue Prism

Armanino Innovates Key Tax Processes with Help from SS&C | Blue Prism® Cloud

Armanino LLP, an accounting and consulting firm focused on technology-driven services, faced a seasonal surge in manual work preparing 1099 tax forms from thousands of inconsistent spreadsheets. The manual web-form entry required hiring and training large temporary teams and introduced errors and duplication, slowing client response times and risking compliance — a challenge Armanino addressed by tapping their automation team and SS&C Blue Prism Cloud.

Armanino deployed SS&C Blue Prism digital workers, feeding cleaned, validated data from Alteryx into automated processes that populate web forms, generate and file 1099s with the IRS, and notify clients; digital workers also handle extension filings and monthly bank reconciliations. The SS&C Blue Prism solution returned about 14,800 hours to the business, sped cash settlement to clients by 57%, saved nearly 2,000 hours a year on reconciliations, and increased accuracy and responsiveness for tax documentation.

Armanino LLP

Benson Yang

Automation Portfolio Manager