Case Study: Leading Accounting and Financial Consulting Company achieves streamlined tax-return processing and cost reduction with Datamatics' TruBot

Optimizing Tax Return For A Leading Certified Public Accounting (CPA) Firm

Leading Accounting and Financial Consulting Company, a US advisory and consulting firm responsible for tax return preparation for 10,000+ executives across 400+ Fortune 1000 companies, struggled with time-consuming processing of unstructured documents, secure handling of sensitive data, timely client updates, quality control with temporary staff, and resolving queries before IRS submission. They engaged Datamatics to address these challenges using its TruBot robotic process automation and dedicated tax expertise.

Datamatics deployed TruBot along with dedicated US tax experts, role-based access, communication protocols and MIS reporting to auto-sort and mask documents, manage query resolution, and provide 24x7 support and a robust document management workflow. The Datamatics solution reduced manual intervention and operational costs, improved efficiency and turnaround time, and produced 4,758 returns against a committed 4,000 with excellent client ratings.