Automation in Tax Processes at Armanino

This case study outlines the innovative automation strategies implemented by Armanino, an accounting and consulting firm, to enhance their tax processes using SS&C | Blue Prism® Cloud. The firm faced challenges in managing the annual corporate tax filings, particularly the generation of 1099 tax forms, which required significant manual data entry and led to inefficiencies. To address these issues, Armanino's automation team utilized digital workers to streamline the processing of 1099 forms. By integrating Alteryx for data validation, the firm ensured accuracy and efficiency in handling client data. The digital workers not only processed 1099 forms but also assisted in managing tax-filing extensions and bank reconciliations, saving the finance team nearly 2,000 hours annually. This case study highlights Armanino's commitment to leveraging technology for operational improvement and their plans to further explore automation tools like optical character recognition and artificial intelligence.