Intelligent Document Processing and Workflow Automation for Tax Administration Modernization

The Florida Department of Revenue is requesting information on intelligent document processing and workflow automation solutions for tax administration modernization under RFI 25.26-123, with vendor responses due August 13, 2026 and questions due July 21, 2026.

The Department seeks technology to reduce manual document handling, improve processing speed and accuracy, and manage high-volume workloads across diverse document types — structured, semi-structured, unstructured, handwritten, and rotated documents including scans, PDFs, images, emails, invoices, bank statements, and correspondence. The illustrative use case is the Refunds component within SUNTAX, the Department's SAP-based tax administration system, which processes approximately 3,000 new applications monthly and currently requires manual document intake, classification, verification, validation, and routing through audit workflows.

Vendors must address specific technical capabilities: automated document ingestion, document type classification, workflow automation, data extraction from various document structures, multi-document packet separation, handwritten text recognition, configurable exception rules, confidence scoring, user review workflows, and continuous learning capabilities. Responses should identify SAP integration capabilities, supported document types, available pricing models (SaaS, per-document, or subscription-based), relevant governmental contracts held, software licensing options, training and support offerings, and reporting and dashboard capabilities.

This RFI is for planning purposes only and does not create an obligation on the Department or result in a contract award, though the Department may use the information in future solicitations. Vendors should not submit confidential or proprietary information and are subject to Florida Public Records laws. Client success stories demonstrating measurable savings, efficiencies, or performance improvements are welcome, and vendors are encouraged to participate in potential demonstrations using sample data.