Bots for Tax Advisory and Administrative Services

Advisors often spend hours on repetitive manual tasks, which can lead to costly errors and low team morale. eContentPrep’s RPA experts help optimize these processes, boosting efficiency without disrupting your IT infrastructure.

Challenges

Tax advisory and administrative firms often spend a significant amount of time on manual and repetitive tasks, especially during tax season or when filing returns. For example: downloading tax data drafts from the AEAT website, entering data into A3/SAGE/Renta Web, sending drafts and tax forms to clients, extracting data from Excel, PDFs, etc., for accounting purposes. These tasks consume valuable time, create inefficiencies, and can lead to errors that affect productivity. Over time, this monotony demotivates employees, makes talent retention difficult, and limits growth potential.

eContentPrep’s RPA experts design bots that handle repetitive tasks by mimicking your routine actions (e.g., clicks, copy-paste, typing, data entry, form filling, uploading documents) in the software, applications, and portals you use every day. Here are some of the bots we’ve developed for tax advisory and administrative firms:

Bots to automate actions on the AEAT’s electronic office: obtaining reference numbers, downloading tax data drafts, accessing via digital certificates, entering data into Renta Web, downloading drafts/submitted tax returns, etc.
Bots to automate actions in management software (SAGE, A3, etc.): login, data entry, tab navigation, form submission, model downloads, etc.
Bots to extract information from Excel, PDFs, etc.: extract invoice data for accounting purposes, data entry from Excel into SAGE/A3/Renta Web.
Bots to automate the sending of tax forms: downloading drafts/forms from AEAT/SAGE/A3 and sending personalized emails to clients (or email drafts for internal review by advisory staff).

See below for some videos showcasing our bots in action:

Solution

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Conclusion

Bots become your team’s right hand, taking over manual, repetitive tasks and eliminating human errors in tedious processes that waste valuable time. Unlike traditional IT firms—slow and expensive—or rigid, costly software, with eContentPrep you benefit from:

- Guaranteed accuracy: Unlike other automation solutions, our RPAs guarantee 100% accuracy with zero errors.
- Fixed, one-off pricing: Forget about per-user licenses, expensive maintenance, or long-term contracts.
- No IT changes: Automate your processes without investing in new software, expensive ERP modules, or long development cycles. We deliver your bot in 7–10 days.
- Security and full ownership: We develop RPAs exclusively within your environment, ensuring that you retain full control.

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