Like many in your industry, you are navigating a perfect sector storm of increasingly low productivity, talent shortages and rising work demands.

We’re talking about how you maintain service satisfaction with
increasingly sparse resources – especially in peak workload periods.

Or how to service more business without adding headcount, or deliver greater service volumes faster, with less errors.

How about better meeting client requirements for more strategic,
analytical, and consultative services. Talent retention and acquisition present further headaches, so you need ways to improve staff job satisfaction – while dealing with sector skills shortages.

The good news is we’re helping 35% of the top 50 and wider 100
accounting firms to meet these challenges inside and out.

See PETAR™ in action

PETAR™ is a smart, super-productive assistant that’s hugely appreciated by tax teams.

Smart tools big outcomes

We’ve teamed up with Wolters Kluwer to create the first personal tax automation robotics tool called ‘PETAR™’.

PETAR™ uniquely automates the extraction and categorisation of
tax data from client documents, significantly slashing adviser
time spent on these complex manual processes.

PETAR™ works by automatically downloading income documents, classifying them into categories such as employment income, bank interest, and investment income, and extracting relevant tax data. It can even spot information hidden in unstructured data such as emails.

Data is presented to the tax adviser in a workflow tool for review and approval, along with a confidence rating for each data point.

The tax adviser can interact with PETAR™, checking its work – while making any adjustments.

After validation against business rules, PETAR™ opens the client’s
tax return file, updates existing tax sources or creates new ones.
Following the tax adviser’s final approval, PETAR™ files the return
with HMRC. 

We’ll also help you deliver automated processes that transform these tasks:

Payroll – smoothly handle those salaries, taxes, and

Onboarding – streamline client onboarding, including
AML checks and letters of engagement.

Billing & Invoicing – manage billing, invoicing, and
reconciliations with ease.

Reporting – generate financial reports seamlessly, integrating with your accounting software.

New opportunities – for example, shift employees
onto more valuable strategic advising and consultancy services.

See what other firms are gaining


Case study MHA

How leading accountancy firm boosts tax returns performance, savings and experiences with intelligent automation.

To find out more contact us today.