Mystic River Consulting:

How to automate a tax return process for a debt relief program and save $100K in a few days of work?


Mystic River Consulting


California, US




1 RPA Architect




5 days

Mystic River Consulting - automation with RPA


Hours of manual work saved/weekly


saved on employee costs

2 bots

built for the automation


Mystic River Consulting on behalf of one of the top debt relief programs from California.

The Challenge

The company came to us with a specific challenge: to automate the process of pulling data from the IRS and filing tax returns.

Those two processes are very labor-intensive: on average, pulling information for one client from the IRS takes about 45 minutes. The same goes for filling out the tax return – it takes around 45 minutes as well.

There is only one set of credentials for going on the IRS website, so multiple people cannot do this simultaneously.

The coronavirus had a negative impact on how the IRS works and significantly increased their workload in general.

The IRS was backed up, and many cases were not being processed on time because the information was unavailable.

COVID-19 has also greatly impacted our Client’s operations – due to the general lockdown imposed in the state of California Company’s employees could not work for a while as they were told to stay at home.

Another problem was how to automate the two-factor authentication that was needed to access the IRS website.

The Solution

We set up a network of robots for this company - they would work together and signal the other robots for work later. Two of the robots are essential to mention here:

Robot 1 would visit the IRS website, pull tax documents for a client, scrape the information for the documents, and send the information to Robot 2.

The second robot would automatically file tax returns for the Company’s Clients based on the data pulled by Robot 1 using Intuit.

We have also overcome the challenge of two-factor authentication: The robot would log into a cell phone using a VPN and scrape the authentication code that was generated every 30 seconds.

The Outcome

Due to the unique situation where the company was limited to working for weeks, and the IRS website was not responding, we had a chance to perform over 1500 cases of pulling the data from the IRS.

Robot 1 completed 1657 cases. One case, on average, took 6 minutes and 28 seconds. The process ran for a little over a week.

We saved roughly 38.5 minutes for every case, translating to 1063 hours of manual labor saved in a week!

Robot 2 completed 2600 cases (every case from Robot 1 produced variable cases for Robot 2).

The average time to fill in the tax return on behalf of the Client was 4:25.

In this instance, we saved 40.5 minutes per case, translating to 1755 hours! Robot 2 was run on two computers at the same time and was done parallel to Robot 1.

These two robots saved 2818 hours of manual labor in one week.

This is 70.5 weeks of full-time work for one employee who doesn’t use the phone, doesn’t go to the bathroom, doesn’t go on breaks, doesn’t eat lunch, doesn’t get sick, and doesn’t go on vacation.

This translates to over $100,000 in savings when considering the median salary in California and employee costs.

Except for RPA, other automation technologies could also be implemented. If you’re interested in optimizing your invoice and document processing, monitoring and notifying fraudulent activities, CC, loans, mortgage processing, auditing, and regulatory compliance, Intelligent Automation can help.

We can also provide RPA workshops to acquaint your non-technical team with RPA and its benefits. Contact us for more details!


Hours of manual work saved/weekly


saved on employee costs

2 bots

built for the automation

Bring automation to your financial processes

The finance industry is a perfect playground for RPA implementation.