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Uploading data to tax software

Case for Automation

To fill in tax forms, employees have to manually map financial data to relevant
fields, which involves switching among various sources and multiple loggings
into tax management software.

Bot Activities

  • Switch among systems to collect data
  • Logs into the tax software
  • Inputs data into the related management system
  • Map financial data to the relevant fields in a tax form
  • Creates reports on task completion
  • Sends reminders to stakeholders by email or a messenger
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