{"id":5830,"date":"2022-05-22T09:18:46","date_gmt":"2022-05-22T07:18:46","guid":{"rendered":"https:\/\/netsurit.com\/en-za\/?p=5830"},"modified":"2025-09-29T07:42:57","modified_gmt":"2025-09-29T05:42:57","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-za\/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<h2 class=\"wp-block-heading\"><strong>Industry<\/strong><\/h2>\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<h2 class=\"wp-block-heading\"><strong>The business challenge<\/strong><\/h2>\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 R32,000 \u2013 R48,000 per month<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>The solution<\/strong><\/h2>\n\n\n\n<p>Netsurit designed, built, and implemented an artificially intelligent supplier invoice capturing system using Microsoft Power Automate, AI and optical character recognition (OCR). The workflow captures the invoice data from the supplier and automatically maps the fields and transfers data to the accounts payable system. All the tools leveraged were readily available within the client&#8217;s Microsoft 365 subscription and Azure.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What was the result?<\/strong><\/h2>\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 R32,000 to R48,000 per month (or R380,000 \u2013 R570,000 annually) and has the ability to reallocate the human resources to areas that would better utilize their individual skills.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Transform Your Accounting Processes<\/h2>\n\n\n\n<p>Automate time-consuming tasks and cut costs with Netsurit\u2019s AI and Microsoft solutions. <a href=\"https:\/\/netsurit.com\/en-za\/contact\/\">Contact us<\/a> today to get started.<\/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":7566,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"nf_dc_page":"","content-type":"","footnotes":""},"categories":[24],"tags":[],"class_list":["post-5830","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-study"],"acf":[],"_yoast_wpseo_title":"Automating Tax Return Processing Workflow - Netsurit ZA","_yoast_wpseo_metadesc":"See how a mid-size accounting firm reduced costs and errors by automating tax return processing with Netsurit\u2019s AI-powered solution.","yoast_noindex":false,"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Automating Tax Return Processing Workflow - Netsurit ZA<\/title>\n<meta name=\"description\" content=\"See how a mid-size accounting firm reduced costs and errors by automating tax return processing with Netsurit\u2019s AI-powered solution.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/netsurit.com\/en-za\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Automating Tax Return Processing Workflow - Netsurit ZA\" \/>\n<meta property=\"og:description\" content=\"See how a mid-size accounting firm reduced costs and errors by automating tax return processing with Netsurit\u2019s AI-powered solution.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/netsurit.com\/en-za\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/\" \/>\n<meta property=\"og:site_name\" content=\"Netsurit ZA\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/Netsurit-Pty-Ltd-352181031086\/\" \/>\n<meta property=\"article:published_time\" content=\"2022-05-22T07:18:46+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-09-29T05:42:57+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/netsurit.com\/en-za\/wp-content\/uploads\/sites\/2\/2022\/05\/Mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow-1-1.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:creator\" content=\"@netsurit\" \/>\n<meta name=\"twitter:site\" content=\"@netsurit\" \/>\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":"Automating Tax Return Processing Workflow - Netsurit ZA","description":"See how a mid-size accounting firm reduced costs and errors by automating tax return processing with Netsurit\u2019s AI-powered solution.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/netsurit.com\/en-za\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/","og_locale":"en_US","og_type":"article","og_title":"Automating Tax Return Processing Workflow - Netsurit ZA","og_description":"See how a mid-size accounting firm reduced costs and errors by automating tax return processing with Netsurit\u2019s AI-powered solution.","og_url":"https:\/\/netsurit.com\/en-za\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/","og_site_name":"Netsurit ZA","article_publisher":"https:\/\/www.facebook.com\/Netsurit-Pty-Ltd-352181031086\/","article_published_time":"2022-05-22T07:18:46+00:00","article_modified_time":"2025-09-29T05:42:57+00:00","og_image":[{"width":2500,"height":1306,"url":"https:\/\/netsurit.com\/en-za\/wp-content\/uploads\/sites\/2\/2022\/05\/Mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow-1-1.jpg","type":"image\/jpeg"}],"author":"webdevine","twitter_card":"summary_large_image","twitter_creator":"@netsurit","twitter_site":"@netsurit","twitter_misc":{"Written by":"webdevine","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/netsurit.com\/en-za\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/#article","isPartOf":{"@id":"https:\/\/netsurit.com\/en-za\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/"},"author":{"name":"webdevine","@id":"https:\/\/netsurit.com\/en-za\/#\/schema\/person\/4450f4df559939d5fc31aac906c4ebf9"},"headline":"Mid-size accounting firm reduced costs and eliminated errors by automating tax return processing workflow","datePublished":"2022-05-22T07:18:46+00:00","dateModified":"2025-09-29T05:42:57+00:00","mainEntityOfPage":{"@id":"https:\/\/netsurit.com\/en-za\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/"},"wordCount":219,"publisher":{"@id":"https:\/\/netsurit.com\/en-za\/#organization"},"image":{"@id":"https:\/\/netsurit.com\/en-za\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/#primaryimage"},"thumbnailUrl":"https:\/\/netsurit.com\/en-za\/wp-content\/uploads\/sites\/2\/2022\/05\/Mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow-1-1.jpg","articleSection":["Case Study"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/netsurit.com\/en-za\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/","url":"https:\/\/netsurit.com\/en-za\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/","name":"Automating Tax Return Processing Workflow - Netsurit ZA","isPartOf":{"@id":"https:\/\/netsurit.com\/en-za\/#website"},"primaryImageOfPage":{"@id":"https:\/\/netsurit.com\/en-za\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/#primaryimage"},"image":{"@id":"https:\/\/netsurit.com\/en-za\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/#primaryimage"},"thumbnailUrl":"https:\/\/netsurit.com\/en-za\/wp-content\/uploads\/sites\/2\/2022\/05\/Mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow-1-1.jpg","datePublished":"2022-05-22T07:18:46+00:00","dateModified":"2025-09-29T05:42:57+00:00","description":"See how a mid-size accounting firm reduced costs and errors by automating tax return processing with Netsurit\u2019s AI-powered solution.","breadcrumb":{"@id":"https:\/\/netsurit.com\/en-za\/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-za\/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-za\/mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow\/#primaryimage","url":"https:\/\/netsurit.com\/en-za\/wp-content\/uploads\/sites\/2\/2022\/05\/Mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow-1-1.jpg","contentUrl":"https:\/\/netsurit.com\/en-za\/wp-content\/uploads\/sites\/2\/2022\/05\/Mid-size-accounting-firm-reduced-costs-and-eliminated-errors-by-automating-tax-return-processing-workflow-1-1.jpg","width":2500,"height":1306},{"@type":"BreadcrumbList","@id":"https:\/\/netsurit.com\/en-za\/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-za\/"},{"@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-za\/#website","url":"https:\/\/netsurit.com\/en-za\/","name":"Netsurit ZA","description":"IT Support and Consulting","publisher":{"@id":"https:\/\/netsurit.com\/en-za\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/netsurit.com\/en-za\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/netsurit.com\/en-za\/#organization","name":"Netsurit ZA","url":"https:\/\/netsurit.com\/en-za\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/netsurit.com\/en-za\/#\/schema\/logo\/image\/","url":"https:\/\/netsurit.com\/en-za\/wp-content\/uploads\/sites\/2\/2023\/03\/Netsurit-Logo-2.png","contentUrl":"https:\/\/netsurit.com\/en-za\/wp-content\/uploads\/sites\/2\/2023\/03\/Netsurit-Logo-2.png","width":224,"height":74,"caption":"Netsurit ZA"},"image":{"@id":"https:\/\/netsurit.com\/en-za\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/Netsurit-Pty-Ltd-352181031086\/","https:\/\/x.com\/netsurit","https:\/\/www.youtube.com\/channel\/UCJ9m8aozkbtALdVriOsePPg","https:\/\/www.linkedin.com\/company\/netsurit"]},{"@type":"Person","@id":"https:\/\/netsurit.com\/en-za\/#\/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-za\/wp-json\/wp\/v2\/posts\/5830","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/netsurit.com\/en-za\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/netsurit.com\/en-za\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/netsurit.com\/en-za\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/netsurit.com\/en-za\/wp-json\/wp\/v2\/comments?post=5830"}],"version-history":[{"count":4,"href":"https:\/\/netsurit.com\/en-za\/wp-json\/wp\/v2\/posts\/5830\/revisions"}],"predecessor-version":[{"id":19354,"href":"https:\/\/netsurit.com\/en-za\/wp-json\/wp\/v2\/posts\/5830\/revisions\/19354"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/netsurit.com\/en-za\/wp-json\/wp\/v2\/media\/7566"}],"wp:attachment":[{"href":"https:\/\/netsurit.com\/en-za\/wp-json\/wp\/v2\/media?parent=5830"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/netsurit.com\/en-za\/wp-json\/wp\/v2\/categories?post=5830"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/netsurit.com\/en-za\/wp-json\/wp\/v2\/tags?post=5830"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}