How a 15,000-employee company optimized review of more than 5,000 forms using Draftable's Desktop solution
Client
Worldwide tax and financial software company
Results
- Rapid review of 100+ pages per documents
- Automatic scanning of dozens of form fields
- Enhanced adaptability to tax code changes
- 95% time reduction vs. manual review
Story
This global company provides professional information, software solutions, and services to specialists across a wide range of industries.
From medical clinics and law firms to accounting and regulatory agencies, organizations rely on the company’s intelligent tax tools and subject-matter expertise to maximise their fiscal efficiency.
Within the company’s Forms division, the functional team serves a mission-critical role. These experts cross-reference internal algorithms with tax guidelines from the IRS, and verify that each forms calculations are correct – guaranteeing that every tax user’s tax documents remain perfectly error-free.
“I used to have team members coming to me every week to manually compare files when software from a well-known PDF provider wasn’t up to the task. Draftable has put an end to that problem for good!”
Team Supervisor, Tax Division
Using Draftable Desktop
