Sand Martin Consultants Pvt. Ltd.

The Customer
The customer is a CA firm, a regional practice in mid of England. For last 60-70 years they have been looking after the business and financial needs of companies and individuals in UK.

The Business Challenge
Due to unexpected growth coupled with inability of current staff to turn around tax jobs on time, the firm was struggling to manage the internal workflow and tax advisory function was also deteriorated.

Eventually, the management acknowledged that tax processing function needs to revamped quickly by adding seasonal staff or get help of an experienced offshore set up who could help them during the busy period , idea was to free up internal staff who could spent time on strategic advisory role rather than crunching numbers and attain a quick TAT to meet deadline.

Management eventually opted for Off-shoring route with SandMartin, a trusted name in tax outsourcing.

The Solution and Result
Our highly trained and experienced team initially studied the business process and the operational needs of the client. This team primarily set up the complete workflow and SLA for delivery of tax returns within 2 days of their receipt. The tax returns were divided into different categories from simple to moderate and difficult to assign it internally to a person with right skill set. Web based tracking solution was integrated in the delivery package from SandMartin for Accounting Firm to keep a tab on what's happening with tax returns outsourced which gives daily update on position with returns outsourced giving them better control.

The Result

Around 500 tax returns were turned around within a month by SandMartin.

Exploited the offshore resources to reduce the operational costs and delivery cycle

Significant reduction in rework frequencies and exception processing

Accounting firm successfully completed the tax season and now adding up more regional practices for outsourcing same.

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