Case study · Tax + Accounting
Breaking the intake bottleneck for a regional tax practice
A regional practice needed to stop burning senior prep time on document collection and structured data entry during peak season.
26 hrs/week freed98.7% field extraction accuracySame-day intake queue
The bottleneckThe workflow was not failing because staff lacked expertise. It was failing because the team had no reliable way to triage messy client documents into a clean prep-ready queue.
- Manual checklisting created delays before prep could even start
- Status lived across inboxes, spreadsheets, and prep notes with no shared source of truth
- Incomplete files were discovered too late, forcing rework and client back-and-forth
What we builtRed6 designed an intake pipeline that classified incoming files, extracted high-confidence fields, assembled a prep checklist, and routed ambiguous cases into a human review lane.
- Unified intake queue across email, portal exports, and shared drive folders
- Structured extraction for recurring tax document types with source-linked fields
- Missing-item detection rules that triggered follow-up before prep work started
- Reviewer workspace showing low-confidence fields and source snippets side by side
26 hrs
Average weekly capacity returned to the prep team
Freed from manual intake triage and duplicate status updates
98.7%
Structured field extraction accuracy
Measured on the scoped document set before reviewer correction
Same day
Turnaround for prep-ready intake queue
Replaced the prior multi-day delay on high-volume weeks
Next step
Need to clear document intake before the next filing cycle?
Start with the workflow map. We can tell you quickly whether the real bottleneck is intake, missing-item follow-up, review handoffs, or all three.
