Case Study 3
THE TAX RETURN OPTIMISATION OF A LEADING CERTIFIED PUBLIC ACCOUNTING (CPA) FIRM
Services
Tax preparation for both individuals and businesses, bookkeeping, accounts payable, accounts receivable, financial presentations, and bank reconciliations in a quick but secure setting.
Industry
Advisory & Consulting
The Challenge
Insufficiency in timely updates:
To provide end users with real-time information regarding the status of their tax returns
Unstructured data:
To swiftly handle the tax documents, which were in an unstructured format and required laborious handling.
Lack of taxation knowledge:
To effectively comprehend and implement tax laws and regulations relating to international business and US-Canada Tax Treaties
Inadequacy of a secured environment:
To manage taxpayer data in an agile setting that is secure.
THE SOLUTION
Innovya carried out a thorough analysis of the client’s needs and put in place a comprehensive solution that included:
Dedicated workforce:
Based on thorough expertise and information about Canadian individual and business tax filings, process tax returns as rapidly as possible.
Smart workflow:
To safely manage the e-Tax Manager’s (eTM) intake and outflow of tax returns.
Quality team:
Using a quality team made up of a project coordinator and quality team, maintain accuracy and quick turnaround.
Conclusion
- Formally established a trustworthy DOCUMENT MANAGEMENT system.
- A process and technology that are integrated and built on solid domain knowledge.
- Shorter turnaround time, greater efficacy & efficiency.
- Provided 24X7 dedicated technical support
