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

See other Bots

Finance and Accounting

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