Anonymised case · Accountancy
AI-assisted personal-tax preparation
Process definition, integration requirements and delivery assurance for a document-to-tax-platform workflow.
The challenge
The operational challenge
Client information arrived through forms and email and had to be translated into structured data for the central accounting platform.
The workflow crossed document extraction, human review, Power Platform, Dataverse, APIs and CCH.
Qualified professionals needed confidence that automation would support rather than replace technical tax judgement.
The work
What Leania did
- Defined the current process and produced detailed process-definition and data-mapping artefacts.
- Specified extraction flows, LLM prompt inputs and API requirements.
- Designed detailed test scripts, performed testing and managed UAT.
- Worked with SMEs, architecture and third parties on requirements, SLAs and acceptance expectations.
The evidence
Outcome and evidence
The engagement reported a reduction in unit process cost from £3 to £0.42 per return.
Cashable savings and attribution require client-finance confirmation.
Delivered operational performance improvement£3 to £0.42 per returnReported unit process costPractitioner-reportedApprox. 86% lower; not independently audited and not presented as confirmed cashable saving.
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