Case Study: Leading Independent Chartered Accountant Firm clears 8-year US expatriate tax backlog and reduces turnaround time with Datamatics

Leading Independent Chartered Accountant Firm - Customer Case Study

The Leading Independent Chartered Accountant Firm (UK) engaged Datamatics to process US individual expatriate income tax returns for taxpayers living in the UK, including up to eight years of back filings (OVDI). The firm faced a large backlog, frequent to‑and‑fro queries with taxpayers, limited in‑house international tax treaty expertise, the need to process both US and UK returns simultaneously, and strict requirements for secure handling of sensitive client data.

Datamatics delivered a dedicated US/UK tax workforce, a quality team with a project coordinator, streamlined communication protocols, an e-Tax Manager (eTM) workflow, an in‑house conversion tool to ProSystem, and maintained reconciliation/carryover work papers plus a query‑response process. Datamatics’ end‑to‑end document management and integrated technology/domain approach reduced turnaround time and operating costs, eliminated manual intervention, provided 24x7 technical support, and enabled efficient multi‑jurisdictional tax return processing using tools such as ProSystem fx, GoSystem Tax RS, Lacerte, Profiler and ProSeries.