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

🚀 Author
  • ELectroneek
📒 Bot Category
  • Finance and Accounting
💡 Tags
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