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Tax returns filing status updates

Case for Automation

Sending tax return filing status updates requires ongoing monitoring of
returns’ acceptance status, uploading acceptance confirmation into the
client portal and CRM, and compiling reports on task completion. These
actions involve manual, rule-based activities and may cost employees a
significant amount of productive time.

Bot Activities

  • Submits form
  • Creates new client in tax software
  • Extracts client’s details from tax form
  • Enters all client’s details in system
  • Creates Excel file with statuses
  • Compiles task completion report
  • Emails report to stakeholders