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Leveraging Tax Automation Legacy Application for Enhanced User Experience

Brainvire - Tax automation application

About Client

Leading in 1040 tax automation for CPA firms, the client provides innovative, comprehensive, and productive tax automation solutions that include scan and populate with an optional OCR verification service, outsourcing and a two-time award-winning mobile solution that eliminates the paper organizer. Their solutions are utilized by nearly 20,000 tax professionals at CPA firms large and small, ranging across the spectrum from Big 4 firms to sole practitioners.

Product Idea

The requirement was of desktop-based application and having the proper workflow that follows the process of income tax filing has. Creating adocument in format Income Tax, CCH third party software in bind with US government, Filling the form sending data to CCH and pulling back etc.

How we did it ?

Result

Importing data correctly

Import PCR data directly into the fire incident report and data directly into the fire officer's report

Four levels of sign-offs

Reviewer can view workpaper completion based on up to four levels of sign-offs across all file types – PDF, Excel, Word & Email.

Hyper-linked cross-references:

Cross-references allow Reviewer to drill down from an amount in one work paper to its source in another, regardless of file type – PDF, Excel, Word & Email.

Tickmarks and annotations

Tickmarks and annotations simplify work paper review by documenting all work completed by the preparer.

Client Testimonials

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