Financial Services

How a Tax Firm Filed 1,200 ITRs in 45 Days (vs 90 Days Previously)

Reddy & Associates

12-person tax firm · Visakhapatnam, Andhra Pradesh

45 days

Filing Completed In

80% less

Manual Data Entry

70% less

Client Follow-ups

The Challenge

Reddy & Associates handles ITR filing for 1,200+ clients annually. During the July-September peak season, the team of 12 was overwhelmed — spending 60% of their time on manual data entry and client follow-ups, leading to errors and missed deadlines.

The Solution

TaxEasyy's bulk filing system allowed the firm to import client data from Form-16 and AIS automatically, reducing manual entry by 80%. Our client communication portal automated reminder sequences and document collection.

About Reddy & Associates

Reddy & Associates is a mid-sized tax practice in Visakhapatnam with 12 staff members handling ITR filing for 1,200+ clients — salaried individuals, small business owners, freelancers, and NRIs.

The Peak Season Problem

Every year from July to September, the firm faced the same crisis:

  • 1,200 ITRs to file in 90 days
  • Each ITR requiring 45-60 minutes of manual data entry
  • Clients not responding to document requests on time
  • Partners spending evenings and weekends on follow-ups
  • Occasional errors due to rushed filing under pressure

The firm had tried spreadsheet systems and basic accounting software, but nothing solved the core problem: manual data entry was the bottleneck.

The TaxEasyy Solution

Automated Data Import

Our system connects directly to the IT Portal and extracts pre-filled AIS data for each client. Form-16 PDFs are parsed automatically using our OCR engine. This eliminated 80% of manual data entry.

Client Communication Portal

Each client gets a personalised portal link where they can:

  • See exactly which documents are pending
  • Upload documents directly
  • Track their filing status in real-time
  • Receive automated reminders (no staff action needed)

Bulk Review Workflow

Instead of one-at-a-time filing, our dashboard lets staff review 50 returns simultaneously, flagging only the ones that need human attention.

Quantified Results

MetricFY 2024-25 (Before)FY 2025-26 (After)
Filing season duration90 days45 days
Manual data entry per return45 mins9 mins
Client follow-up calls/return3-4 calls0.6 calls
Errors requiring revision8%0.3%
Penalties for late filing00
Partner overtime hours200+ hrs12 hrs

Staff Feedback

"For the first time in 8 years, I actually enjoyed the filing season. The automated reminders alone saved me 3 hours every day."

— Lakshmi R., Senior Associate

For the first time in 8 years, I actually enjoyed the filing season. The automated reminders alone saved me 3 hours every day.

Lakshmi R.

Senior Associate, Reddy & Associates

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