How a 15,000-employee company optimized review of more than 5,000 forms using Draftable's Desktop solution


Worldwide tax and financial software company


  • 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



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.

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“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

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