About the client
The client is an audit, tax, and consulting firm headquartered in Kuwait, providing services across audit and assurance, technology advisory, analytics, tax, corporate finance, internal audit, risk consulting, and sustainability.
With large volumes of tax engagements and strict regulatory requirements, the firm required a modern, centralized platform to streamline tax operations, improve compliance accuracy, and increase operational transparency.
Client challenges
Tax operations were driven by fragmented data collection through emails and manual document handling, leading to delays and missing documentation. Manual extraction from Excel, PDFs, and scanned files was time-consuming and error-prone, while inconsistent application of tax rules increased compliance risk. The lack of a centralized repository further hindered audit preparation and process tracking.
These issues reduced operational efficiency and made audit readiness difficult to maintain. To improve turnaround times, compliance accuracy, and operational transparency, the firm needed a centralized, intelligent tax automation platform.
Solution
LevelShift implemented a centralized, intelligent tax operations platform using Power Platform, automation, and AI-powered data extraction.
- Built a centralized Power Apps platform to manage tax data, documents, and reporting workflows
- Integrated AI-powered data extraction to ingest data from Excel and PDF files automatically
- Embedded tax calculation logic and validation rules to ensure consistent, compliant outputs
- Enabled automated invoice matching with financial records to improve data accuracy
- Implemented real-time dashboards and notifications for visibility and process tracking
- Integrated Power Automate and SharePoint for secure workflows and document management
This solution replaced fragmented workflows with a governed, audit-ready tax operations platform.
Benefits
- Automation reduced tax processing and filing timelines by 35%.
- Digitized workflows lowered manual work by 40%.
- Standardized calculations and validation improved compliance accuracy by 50%.
- A unified system improved documentation traceability and audit preparation.
- Dashboards and notifications enabled better tracking and accountability.