ElectroNeek Bot Library

Tax return review

Case for Automation

Professional accounting firms rely on checklists to ensure that key steps have been taken in the preparation of each tax return.

Repetitive standardized review processes are prone to human error, and place significant demands on the time of high-expertise tax professionals.

Where review procedures have been standardized, expertise is not required in order to validate that aspects of the tax return were prepared correctly.

Bot Activities
  • Launches tax software when triggered by an automated workflow or provided with a batch
  • Works through a standardized list of review tasks
  • Navigates tax program to validate that each task was completed correctly
  • Creates report based on its assessment of each review task
Automated software

CCH Axcess Tax

CCH ProSystem fx Tax

Drake Software

Intuit Lacerte Tax

Intuit ProConnect Tax

Intuit ProSeries Tax

Thomson Reuters Ultratax

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