Case Study
Tax & Regulatory SaaS: Building a foundation for automation
At a Glance
A leading global provider of software solutions for tax compliance and regulatory reporting partnered with TQA, which provided automation expertise and implementation services, to accelerate its automation program outcomes. The client prioritizes cost efficiency, accuracy, and speed to enhance overall end-customer value.
- Industry
- Agentic AI for Financial Services
- Key Services
- Agentic AI Consulting & Advisory Services
10
processes identified for immediate implementation
11
months to break-even on the initial investment
$1.5m
in annual benefits
Build the foundations of an automation-first enterprise
Before working with TQA, the client sought to identify and establish an automation program to improve multiple operating margin indicators.
Indicators such as improving efficiency and accuracy by automating tax compliance and reporting tasks, reducing manual effort, and ensuring adherence to evolving global tax regulations. Lower operational costs, speed up processing times, and improve accuracy in meeting regulatory requirements.
Overall, it wanted to boost employee productivity and create a roadmap for future automation to drive continuous efficiency gains.
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