Are you a CPA, Tax accountant, CFA, book keeper struggling to ingest tax forms for filling in tax season. Are you looking for a solution to ingest these documents and automatically build client profile, then you need our "RPA Tax Slip automation Bot"
Process scope - Accounting organizations are sent tax slips such as T1, T2, T3, T4, T5 and RESPs for verifying and filing. Our solution scans, reads, processes and logs into the tax filling software to build client profile.
- Step #1 - If a client previously existed in the organization’s system, the data is automatically filled in.
- Step # 2- if a client does not exist a new profile is created with the clients data.
- Step # 3 - Bot send confirmation to processor advising tax file created
Applications used – CanTax , PDF reader
- 90% average handling time saving
- 100% SLA compliance
- 0 errors(minimal exceptions only)
- 2 months ROI
- Available on AWS and AZURE cloud for UiPath and Automation Anywhere.
- Developed, tested and ready for deployment
- Production-ready in 3 to 5 business days
- Available on a monthly subscription or outright purchase
- Managed services contract
- Configurable as per your needs