The Challenge
RJ Sanderson was handling a high volume of individual tax clients. Manual identity verification, data entry into Xero, and tax return preparation created bottlenecks during peak periods.
Staff were spending valuable time on:
- Verifying client identity
- Manually adding verified clients into Xero
- Creating tax returns
- Generating ATO prefill reports
As volumes grew, turnaround time and consistency became harder to maintain.
The Automation Solution
NeX Automate was implemented to handle the end-to-end workflow:
- Automated client identity verification
- Seamless addition of verified clients into Xero
- Automated creation of tax returns
- Generation of ATO prefill reports
The process runs in the background with minimal human intervention.
The Outcome
- 30,000+ clients processed through automated workflows
- 2–3 minutes per client using automation
- Manual effort reduced by nearly 50% per transaction
- Faster turnaround during peak tax periods
- Improved accuracy and data consistency
