OCR and AI based Tax Form Automation Bot



Are you a Accounting firm 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, read data, populate fields 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. Populate datas

  • 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, UiPath or Automation Anywhere 

  • 90% average handling time saving
  • 100% SLA compliance
  • 0 errors(minimal exceptions only)
  1. Available on AWS and AZURE cloud for UiPath and Automation Anywhere.
  2. Developed, tested and ready for deployment
  3. Production-ready in 3 to 5 business days
  4. Available on a monthly subscription or outright purchase
  5. Managed services contract
  6. Configurable as per your needs

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