Processed a huge bulk of individual income tax returns for a leading CPA firm in US.

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Tax return preparation
About client
 Leading CPA firm, ranked amongst the top 20 CPA firms in US.
 Provides comprehensive financial counseling and company-sponsored financial counseling services to corporate
executives, employees, high-net-worth individuals and families.
 Serves 10,000+ executives in over 400 Fortune1000 companies.
Challenges
 To process a huge bulk of US individual income tax returns over a period of 8 weeks with cost efficiency and accuracy.
Solutions
 Deployed a dedicated workforce of US individual & non-individual tax returns experts.
 Communication protocols were set-up for smooth functioning of return preparation.
 Developed document sorting tool Docsorter to arrange the tax documents in a defined order.
 Separate access was provided to each branch, tax manager & supervisor to track and monitor the progress of the tax
returns.
 MIS reports were provided to help customers to monitor the daily and overall progress of the tax returns processed.
 Provided an option to customers to post answers against the queries raised by the tax preparer to ensure return
completion before submission to the IRS.
Benefits
 Produced 4,758 returns against the committed numbers of 4,000 with excellent ratings from the client.
 Domain expertise across multi tax returns preparation applications using Pro System fx, GO System Tax RS, Lacerte,
Profiler and Pro Series led to automation of processes.
 Reduced cost of operation by eliminating manual intervention.
 Cross expertise and experience across individual, fiduciaries, corporate and partnership taxation resulted in increased
efficiency and effectiveness.
 Achieved quicker TAT through 24X7 dedicated technical support.
Great Job! Even with tight
deadlines, the Datamatics
team successfully
processed huge bulk of tax
returns, which is really
phenomenal.
— Tax Manager,
Leading CPA Firm in US
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