Design study - Document processing for a tax-preparation team
Reducing re-keying of receipts and financial documents in tax preparation. Design study.
- Client
- CPA By Choice
- Year
- Service
- Document intelligence, Accounting automation, Human review
- Engagement
- Design study
The Challenge
Preparers manually collected documents and re-keyed financial information, constraining capacity for advisory work.
The Approach
BeeNex scoped secure intake, document extraction and financial-field validation, with an operations control panel for human review. The workflow is intended to prepare agreed information for the firm's core systems.
Capabilities
- Secure document intake
- Document AI extraction
- Financial field validation
- Workflow preparation
- Operations control panel
- Human review
- Discovery and QA
- Deployment/training plan
Workflow
- Client submits documents
- Extract figures/text
- Validate and normalize
- Prepare agreed outputs
- Surface review items
- Preparer reviews complex cases
- Google Document AI
- Vertex AI
- Google Cloud
- SendGrid
- Make.com (approved scope)
Outcome
The scope translates manual collection and re-keying into a document-processing and review workflow. The record supports the implementation design rather than measured preparation-time savings.