Custom UX and Integration for Tax Reporting Application

Custom UX

Client Profile

A multinational professional services firm with 700+ offices in 100+ countries.  The firm provides assurance, financial audit, tax and advisory consulting services.

Situation

Burdensome process using Microsoft Excel to collect and input data for corporate tax form creation and filing.  Reporting and visibility was difficult at best and in some cases not feasible.

Solution

Custom user interface for tax  form input that improves the ease of use and reduces errors.  The custom form integrates with an application, external to SharePoint, for IRS tax form generation.

Business Benefits

  • Higher Quality tax data collected and filed for enterprises and organizations
  • Centralized repository of all tax related forms and filings
  • Secure confidential tax data
  • Faster creation of tax returns via pre-population of historical data

Features

  • Department - Legal & Compliance
  • Department - Operations & Research
  • Department - Sales & Marketing
  • Industry - Financial Services & Insurance
  • Industry - Professional Services & Legal
  • Objective - Increase Innovation
  • Objective- Increase Application Performance
  • Objective- Increase Customer Satisfaction
  • Objective- Increase Revenue
  • Objective- Increase Security
  • Objective- Modernize Applications
  • Role - Director of Business Unit
  • Role - Director of IT
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