Customer Quote

Automation Anywhere has proven time and again why they are a leader in the market. COVID-19 has created a situation no one globally was prepared for. Our ability to be very nimble and rapidly support a government tax relief program within four days was truly market leading.

Cay Gliebe
SVP Marketing and Product Management at OSV

Customer achievements.

Customer Achievements


Hours to implement RPA solution in response to CARES Act


Cases created and 2,700+ cases closed for tax codes and deferral amounts



Intelligent automation enabled pandemic-driven operational pivot in a matter of days.

The company began using Document Automation to extract garnishment notifications received through local, state, and federal jurisdiction levels. Then, RPA was used to get business rules to complete XMLs into Salesforce and Workday. Many other automations in production help support processes such as tax reconciliation, end of year and end of quarter finance and accounting outsourcing for 1099 audits, and FedEx shipping prep for Workday tenant upload.

In March 2020, as the United States began feeling the economic impact of the COVID-19 pandemic, OSV pivoted from its current automated processes and turned to RPA to help with new payroll tax legislation, such as the CARES Act, passed to provide financial assistance to businesses. This required multi-system updates to the company’s proprietary tax software to prepare for a whole new level of data and tracking that wasn’t needed before.

Processes automated.

  • Tax profile and tax liability deferral reporting, case creation and closure
  • Tax credit tracking reporting, case creation and closure

Customer overview.

Founded in 2008, OneSource Virtual is the pioneer of Business Process as a Service (BPaaS) outsourcing. As a Workday partner, it has helped more than 1,300 companies with everything from deployment to maintenance to payroll and more. The company of 950 employees is based in Dallas, TX and has additional locations across North America and Europe.

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