Free Tax Automation Consultation

As business systems and data breadth continue to grow in volume and complexity, controlling costs and improving business processes becomes increasingly challenging. BDO’s dedicated tax transformation team works collaboratively with our data analytics team to help clients automate and optimize their business processes, allowing them to:

  • Spend more time consuming data and less time gathering it.
  • Save time and resources by identifying and improving data inefficiencies.
  • Improve accuracy and quality of work product.
  • Maintain data and document security.
  • Reduce turnover.
  • Limit training effort of new resources.

Schedule your free session today!

Complete the form and we’ll reach out to schedule a 1-hour brainstorming session with you and our tax professionals to identify opportunities to apply tax automation to your processes.

Schedule Your Free Session

We will respond in 1-2 business days.

BDO's Process

1. Brainstorm with team to identify data related tasks appropriate for automation

2. Identify the best tools and products that align with the unique requirements of the organization

3. Assist clients to create an automation roadmap

4. Implement custom apps and bots with employee training programs for seamless integration into business operations

Talk about some of the details of your offer with a focus on the value people get back.

Talk about some of the details of your offer with a focus on the value people get back.

Talk about some of the details of your offer with a focus on the value people get back.

Case Study

BDO assisted a leading franchise restaurant chain in the development of an automated data collection process that simplified the extraction and analysis of franchisee sales data. This process resulted in more accurate, timely, and transparent financial reporting, and significantly reduced the amount of resources required to get the job done. BDO created a bot to automate a presentation deck created for the CFO before monthly management meetings. The bot pulled numbers and analysis from Excel spreadsheets and built the presentation to management automatically in minutes. Any changes or updates to numbers last minute were easily incorporated to the management presentation and report at the click of a button.

Sales and use tax "bot" which generates estimates of possible refund amounts to assess whether a sales and use tax reverse audit has viability.

Extracting standard financial data from a company's compliance tool and placing it in a visualization tool to enhance analysis capability.

Tax Provision Footnote Bot reduces the time needed to update footnotes from 3-5 hours to 10 minutes.

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