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Tax Technology / CRM / Financial Services

US Tax Filing Platform

A digital ecosystem designed to simplify and manage the US tax filing lifecycle from customer onboarding through preparation, payment and filing.

React.jsNode.jsReact NativeREST APIsDigitalOcean
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Concept dashboard and mobile screens for a tax filing platform

Project overview

One connected journey from onboarding to filing.

A digital ecosystem designed to simplify and manage the US tax filing lifecycle from customer onboarding through preparation, payment and filing.

01

Business Challenge

Tax filing spans customer acquisition, document collection, preparation, payment and filing across multiple roles and handoffs.

02

Solution

A single workflow connects customer-facing experiences with preparation, sales and administrative operations.

03

Experience

Progressive steps and status-led interfaces make complex filing activity easier to understand for customers and teams.

Key features

Capabilities built around the real workflow.

Customer Onboarding
Lead Management
Sales CRM
Tax Preparation Workflow
Document Workflow
Payment Workflow
Filing Workflow
Customer Portal
Mobile Application
Admin Dashboard
Notifications
Referral Workflow
Role-Based Access
Reporting

Product workflow

How the experience flows end to end.

  1. 01Customer
  2. 02Web / Mobile
  3. 03REST APIs
  4. 04Node.js Backend
  5. 05Database
  6. 06DigitalOcean

Technology stack

Project-specific technology.

Frontend

React.js

Backend

Node.js

Mobile

React Native

API

REST APIs

Infrastructure

DigitalOcean

Architecture

High-level system architecture.

React.js Web Application
REST APIs
Node.js Backend
Database
DigitalOcean
React Native Mobile App
REST APIs
Node.js Backend
Concept dashboard and mobile screens for a tax filing platform

Development contribution

End-to-end product delivery.

  • Product discovery and workflow analysis
  • UI/UX and interface design
  • Web application development
  • Mobile application development
  • API and system integration
  • Delivery, testing and iteration

Qualitative value

A unified platform creates a more coherent tax preparation journey and improves visibility across the workflow.

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