Client Overview: The client is a leading accounting firm.


One of the leading accounting firms was looking to automate their manual spreadsheet-based process for REIT qualification compliance.


Orion worked with our client to automate the current state REIT qualification compliance process. Our team provided Application Development and Testing for automation of the REIT qualification compliance suite. Some of the capabilities that were developed included:

• Automation of Property service questionnaires (PSQs)

• Asset Tests module

• Income Tests module

• Distribution Tests module

• Calculations module

• OCR technology for lease reviews

• Third party integrations


Automating the process helped reduce effort of client teams by 40% so they could focus more on value-added initiatives. The new process helped drive incremental revenue streams from existing and non-existing clients, and also helped generate additional revenue streams for the client.

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