Tax Portal Morning Board
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What it does
An accountant or agency managing many clients has to log into the tax portal, switch into each company in turn, and read its notices, penalties and deadlines - a slow, repetitive round just to find the two or three that need attention today. This robot sweeps every mandate, reads each dashboard, and builds one board sorted worst-first with a reason for anything urgent.
Multi-tenant monitoring is a natural RPA fit: the same check, repeated across dozens of accounts, where the point is early warning. One glance at the board replaces an hour of clicking, and nothing with a deadline slips.
Related use cases
See allE-Invoice Portal Harvest
Download every e-invoice for a tax period from a government portal - signing in with a one-time code, paging the whole register, clearing the confirm dialog and "I am not a robot" box for each, and saving the XML and PDF. Then build an index spreadsheet.
Tax Portal ERP Reconciliation
Reconcile the e-invoices a government tax portal received against the vendor bills booked in the ERP, and report the three ways they disagree: an amount that drifted, a portal-only invoice never booked, and a booked bill never filed.
Bank Reconciliation
Reconcile the payments finance could not tie out: read the ERP's exceptions, then check each one against the real bank statement and label every discrepancy - missing payment, transposed amount, double payment or unapplied cash.