Mobile data capture saves users time and allows reliable processing

Mobile data capture saves users time and allows reliable processing

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Mobile data capture saves users time and allows reliable processing

FBC – Accounting

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Mobile data capture saves users time and allows reliable processing

Company overview
FBC – A national tax return service provider from Canada

Industry
Finance / Accounting

Company size
200+ employees

Operating System
iOS & Android

Development Environment
Xamarin.Forms

Use Case
Mobile application for internal use & a B2C mobile app, both for the submission of tax-related documents

Product
Document Scanner SDK

Goal

FBC wants to replace outdated hardware scanners with modern smartphones so that field staff can quickly and conveniently send customers' tax-relevant documents to headquarters.

Challenge

To ensure smooth processing by the backend OCR program, high-quality scans of the documents are mandatory. A suitable SDK must therefore have functions that ensure easy generation of flawless scans.

Solution

The Scanbot SDK, with its cutting-edge Document Scanner SDK, provides all the functionality needed for high-quality scanning results and smooth back-end processing with Optical Character Recognition.

Key Results

Short time-to-value

Easy integration

Centralized workflow

FBC’s goal – replacing outdated hardware used by field agents

FBC is Canada's farm & small business tax specialist who provides accounting services from Ontario to British Columbia. The company’s mission is to assist business owners and farmers through the complex tax return system by shaping a comfortable and pleasant process. Their agents are experts in this field and know exactly how to calculate the necessary deductions to decrease their clients’ tax payments. This has earned them the long-lasting trust from many business owners and ranchers in the area. Their service offering includes Tax Planning & Preparation, Audit Representation, Bookkeeping & Payroll, Financial & Estate Planning, and Farm Risk Management. 

To provide this extensive assistance, FBC has over 150 field agents driving around Canada’s vast rural areas, visiting customers, and collecting all necessary information regarding their tax while providing detailed advice. Before implementing the Scanbot SDK, field agents had to scan documents using hardware-scanners and laptops they brought along on every visit. This outdated process has been replaced by Scanbot’s advanced Document Scanner SDK, integrated into FBC’s internal mobile app and a customer app. 

“We learn the details of your business first-hand and make sure you benefit from every potential tax savings opportunity available to you.”

The Scanbot Scanner SDK offers various features such as automatic detection, rotation, and cropping, user guidance, and quality-enhancing filters, which guarantee flawless results for the backend OCR processing. Field agents can now create scans effortlessly while maintaining the highest privacy standards through on-device intelligence. They now collect over 350,000 documents every year with the Scanbot SDK solution.


A field agent’s workflow before using the Scanbot Document Scanner 


📌 Optical Character Recognition requires accurate scanning results, and thus a high-quality scanning tool is vital for this process. 

Scanbot’s solution 

It is evident that a portable scanning solution with high-quality scanning features was an essential addition to the field agents’ document transmission workflows. As Scanbot is dedicated to optimizing work processes dealing with physical paperwork, they could offer the perfect solution for FBC’s use case. 

As the Document Scanner works offline, it never communicates with Scanbot SDK servers or other third party software. This is why it offers the highest possible privacy for these sensitive documents FBC deals with daily. 

A field agent’s workflow with the Scanbot Document Scanner SDK 


By creating an internal app with digital document submission via a Scanner SDK, FBC’s field agents can access all client information such as previous conversations, related documents, and contact information with one tool and within seconds. The Scanbot Document Scanner provides the link between the physical data and the collection of information accessible through the mobile app.   

📌 FBC’s B2C App includes the same functionality, allowing customers to log in and scan the documents themselves before sending them off to their agents. 

By implementing the Scanbot Scanner SDK, FBC was able to:

Smoothly add scanning features to their mobile applications within a few business days.

Save a tremendous amount of development time.

Increase convenience and efficiency in their workflow.

Offer their clients a solution that allows them to submit their documents on their own.

Continuous updates 

Frequent updates are crucial to guarantee the best scanning results. Thus, Scanbot provides its customers with new releases continuously, such as Low Light filters for optimized OCR detection. The flawless scanning results enable a smooth operation in the back-end and build the foundation for a time-efficient work process. 

Scanbot aims to improve the SDKs functionalities continually and provide our customers with frequent updates for all development platforms. FBC is optimistic that Scanbot’s recent updates for Xamarin.Forms, such as the blur estimator, will further improve their experience. 

Scanbot’s mission and vision

Originally, Scanbot wanted to scan everything: from simple barcodes to freight bills, medical certificates, and invoices - and now it can! There are endless ways this can make things easier for businesses and their customers. Our easy-to-integrate software simplifies workflows in document management, customer onboarding, sales, or HR.

Now, Scanbot applies machine learning to understand each individual document type. This opens up new usage scenarios, such as automated document workflows, and creates even more opportunities to connect and work with data in real-time.

Besides, Scanbot highly values the security of its users' sensitive data. The Scanbot SDK works exclusively with on-device intelligence, which keeps documents safe from any external or man-in-the-middle attacks. No data is ever stored on Scanbot's servers or any third-party servers, satisfying the highest data protection standards. 

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