{"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>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>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>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>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 v27.7 - 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. The task took between 40 to 50 hours per month to complete and cost approximately $2,000 - $3,000 per month.","robots":{"index":"noindex","follow":"nofollow"},"og_locale":"en_US","og_type":"article","og_title":"Mid-size Accounting Firm Reduced Costs and Eliminated Errors by Automating Tax Return Processing Workflow - Netsurit US","og_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. The task took between 40 to 50 hours per month to complete and cost approximately $2,000 - $3,000 per month.","og_url":"https:\/\/netsurit.com\/en-us\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/","og_site_name":"Netsurit US","article_published_time":"2022-05-22T08:20:14+00:00","article_modified_time":"2025-06-20T13:19:12+00:00","og_image":[{"width":2500,"height":1306,"url":"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","type":"image\/jpeg"}],"author":"webdevine","twitter_card":"summary_large_image","twitter_misc":{"Written by":"webdevine","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/netsurit.com\/en-us\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/#article","isPartOf":{"@id":"https:\/\/netsurit.com\/en-us\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/"},"author":{"name":"webdevine","@id":"https:\/\/netsurit.com\/en-us\/#\/schema\/person\/4450f4df559939d5fc31aac906c4ebf9"},"headline":"Mid-size Accounting Firm Reduced Costs and Eliminated Errors by Automating Tax Return Processing Workflow","datePublished":"2022-05-22T08:20:14+00:00","dateModified":"2025-06-20T13:19:12+00:00","mainEntityOfPage":{"@id":"https:\/\/netsurit.com\/en-us\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/"},"wordCount":202,"publisher":{"@id":"https:\/\/netsurit.com\/en-us\/#organization"},"image":{"@id":"https:\/\/netsurit.com\/en-us\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/#primaryimage"},"thumbnailUrl":"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","articleSection":["Case Study"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/netsurit.com\/en-us\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/","url":"https:\/\/netsurit.com\/en-us\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/","name":"Mid-size Accounting Firm Reduced Costs and Eliminated Errors by Automating Tax Return Processing Workflow - Netsurit US","isPartOf":{"@id":"https:\/\/netsurit.com\/en-us\/#website"},"primaryImageOfPage":{"@id":"https:\/\/netsurit.com\/en-us\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/#primaryimage"},"image":{"@id":"https:\/\/netsurit.com\/en-us\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/#primaryimage"},"thumbnailUrl":"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","datePublished":"2022-05-22T08:20:14+00:00","dateModified":"2025-06-20T13:19:12+00:00","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. The task took between 40 to 50 hours per month to complete and cost approximately $2,000 - $3,000 per month.","breadcrumb":{"@id":"https:\/\/netsurit.com\/en-us\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/netsurit.com\/en-us\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/netsurit.com\/en-us\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/#primaryimage","url":"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","contentUrl":"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","width":2500,"height":1306},{"@type":"BreadcrumbList","@id":"https:\/\/netsurit.com\/en-us\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/netsurit.com\/en-us\/"},{"@type":"ListItem","position":2,"name":"Mid-size Accounting Firm Reduced Costs and Eliminated Errors by Automating Tax Return Processing Workflow"}]},{"@type":"WebSite","@id":"https:\/\/netsurit.com\/en-us\/#website","url":"https:\/\/netsurit.com\/en-us\/","name":"Netsurit US","description":"IT Support and Consulting","publisher":{"@id":"https:\/\/netsurit.com\/en-us\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/netsurit.com\/en-us\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/netsurit.com\/en-us\/#organization","name":"Netsurit US","url":"https:\/\/netsurit.com\/en-us\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/netsurit.com\/en-us\/#\/schema\/logo\/image\/","url":"https:\/\/netsurit.com\/en-us\/wp-content\/uploads\/sites\/5\/2025\/04\/Netsurit-OG-Image-1.png","contentUrl":"https:\/\/netsurit.com\/en-us\/wp-content\/uploads\/sites\/5\/2025\/04\/Netsurit-OG-Image-1.png","width":2400,"height":1256,"caption":"Netsurit US"},"image":{"@id":"https:\/\/netsurit.com\/en-us\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/netsurit.com\/en-us\/#\/schema\/person\/4450f4df559939d5fc31aac906c4ebf9","name":"webdevine","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/5492994fb12e5c490d9cf6f16060fe1e2f58a0e96889930555a9fdc174d76517?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/5492994fb12e5c490d9cf6f16060fe1e2f58a0e96889930555a9fdc174d76517?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/5492994fb12e5c490d9cf6f16060fe1e2f58a0e96889930555a9fdc174d76517?s=96&d=mm&r=g","caption":"webdevine"},"sameAs":["https:\/\/netsurit.com"]}]}},"_links":{"self":[{"href":"https:\/\/netsurit.com\/en-us\/wp-json\/wp\/v2\/posts\/5760","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/netsurit.com\/en-us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/netsurit.com\/en-us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/netsurit.com\/en-us\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/netsurit.com\/en-us\/wp-json\/wp\/v2\/comments?post=5760"}],"version-history":[{"count":1,"href":"https:\/\/netsurit.com\/en-us\/wp-json\/wp\/v2\/posts\/5760\/revisions"}],"predecessor-version":[{"id":17079,"href":"https:\/\/netsurit.com\/en-us\/wp-json\/wp\/v2\/posts\/5760\/revisions\/17079"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/netsurit.com\/en-us\/wp-json\/wp\/v2\/media\/5762"}],"wp:attachment":[{"href":"https:\/\/netsurit.com\/en-us\/wp-json\/wp\/v2\/media?parent=5760"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/netsurit.com\/en-us\/wp-json\/wp\/v2\/categories?post=5760"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/netsurit.com\/en-us\/wp-json\/wp\/v2\/tags?post=5760"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}