{"id":5760,"date":"2022-05-22T04:20:14","date_gmt":"2022-05-22T08:20:14","guid":{"rendered":"https:\/\/netsurit.com\/en-us\/?p=5760"},"modified":"2025-06-20T09:19:12","modified_gmt":"2025-06-20T13:19:12","slug":"mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow","status":"publish","type":"post","link":"https:\/\/netsurit.com\/en-us\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/","title":{"rendered":"Mid-size Accounting Firm Reduced Costs and Eliminated Errors by Automating Tax Return Processing Workflow"},"content":{"rendered":"\n<h5 class=\"wp-block-heading\"><strong>Industry<\/strong><\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Financial \u2013 Accounting<br>Number of Employees \u2013 100-150<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\" \/>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>The business challenge<\/strong><\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">The accounting firm was wasting the time of skilled resources by manually capturing and transferring tax return records from cloud-based tax and accounting solution CCH Axcess to SharePoint Online. The task took between 40 to 50 hours per month to complete and cost approximately $2,000 &#8211; $3,000 per month.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>The solution<\/strong><\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Netsurit designed, built, and implemented an automated workflow using Microsoft Power Automate. The workflow periodically and automatically copies the tax return data from CCH Axcess to SharePoint Online. A dashboard was built to represent the data in a way that is business-friendly and easy to understand. All the tools used for the project were readily available within the client&#8217;s Microsoft 365 subscription.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>What was the result?<\/strong><\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">With workflow automation, employees no longer have to perform monotonous tasks, like data entry and can instead focus on innovative projects that help the company grow.<br><br>The accounting firm is saving 40 to 50 work hours or $2,000 to $3,000 per month (or $24,000 &#8211; $36,000 annually) and has the ability to reallocate the human resources to areas that would better utilize their individual skills.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Industry Financial \u2013 AccountingNumber of Employees \u2013 100-150 The business challenge The accounting firm was wasting the time of skilled resources by manually capturing and transferring tax return records from cloud-based tax and accounting solution CCH Axcess to SharePoint Online. The task took between 40 to 50 hours per month to complete and cost approximately [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":5762,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"nf_dc_page":"","content-type":"","footnotes":""},"categories":[80],"tags":[],"class_list":["post-5760","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-study"],"acf":[],"_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"The accounting firm was wasting the time of skilled resources by manually capturing and transferring tax return records from cloud-based tax and accounting solution CCH Axcess to SharePoint Online. The task took between 40 to 50 hours per month to complete and cost approximately $2,000 - $3,000 per month.","yoast_noindex":true,"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Mid-size Accounting Firm Reduced Costs and Eliminated Errors by Automating Tax Return Processing Workflow - Netsurit US<\/title>\n<meta name=\"description\" content=\"The accounting firm was wasting the time of skilled resources by manually capturing and transferring tax return records from cloud-based tax and accounting solution CCH Axcess to SharePoint Online. The task took between 40 to 50 hours per month to complete and cost approximately $2,000 - $3,000 per month.\" \/>\n<meta name=\"robots\" content=\"noindex, nofollow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Mid-size Accounting Firm Reduced Costs and Eliminated Errors by Automating Tax Return Processing Workflow - Netsurit US\" \/>\n<meta property=\"og:description\" content=\"The accounting firm was wasting the time of skilled resources by manually capturing and transferring tax return records from cloud-based tax and accounting solution CCH Axcess to SharePoint Online. The task took between 40 to 50 hours per month to complete and cost approximately $2,000 - $3,000 per month.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/netsurit.com\/en-us\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/\" \/>\n<meta property=\"og:site_name\" content=\"Netsurit US\" \/>\n<meta property=\"article:published_time\" content=\"2022-05-22T08:20:14+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-06-20T13:19:12+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/netsurit.com\/en-us\/wp-content\/uploads\/sites\/5\/2022\/05\/Mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow-1-2.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2500\" \/>\n\t<meta property=\"og:image:height\" content=\"1306\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"webdevine\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"webdevine\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Mid-size Accounting Firm Reduced Costs and Eliminated Errors by Automating Tax Return Processing Workflow - Netsurit US","description":"The accounting firm was wasting the time of skilled resources by manually capturing and transferring tax return records from cloud-based tax and accounting solution CCH Axcess to SharePoint Online. 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