ElectroNeek Bot Library
Printing tax returns and staging for delivery
Case for Automation
Printing tax returns can be an extremely time-consuming office task. And despite digitization, many business units still file paper documents.
Bot Activities
- Logs into appropriate tax software
- Finds relevant period returns
- Prints returns
- Uploads returns and vouchers to client portal
- Stages return delivery email
- Creates Excel file with list of returns printed
Automated software
MS Excel
MS Outlook
Sage
Related Blog Post
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