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Annual questionnaire processing

Case for Automation

Annual tax questionnaires contain essential information on clients’ financial
accounts and guarantee that tax requirements are met. Processing these
questionnaires manually is time consuming and risks introducing human
error. Task automation would eliminate errors and free up over 2 hours of
productive time for other priority activities.

Bot Activities

  • Is triggered by client form submission
  • Extracts client form details
  • Enters client form details into tax software
  • Saves copy of completed questionnaire to file folder
  • Creates Excel file with list of questionnaires processed and their statuses
  • Sends messenger or email notification once questionnaire is processed