Tax Advisory Platform

• Legacy infrastructure: The decade-old technology had become slow, brittle, and increasingly difficult to enhance or maintain.
• Hard-coded tax rules: Tax logic was embedded directly into application code, making annual tax-law updates complex and risky.
• Manual data entry: Client information was scattered across PDFs, spreadsheets, QuickBooks, and Drake, requiring repetitive manual re-entry.
• Limited advisory capabilities: The existing system primarily supported tax filing and lacked tools for scenario modeling, strategy comparison, and advisory reporting.
• Scalability requirements: The platform needed to support multiple accounting firms while securely isolating their data and workflows.
• Limited client engagement: Tax professionals lacked a dedicated client-facing experience for sharing strategies and reports.italic text

• Re-architected the legacy application into a cloud-based, multi-tenant SaaS platform.
• Developed a modular and configurable tax engine to simplify tax-rule updates without requiring application-code changes.
• Implemented AI-assisted document intake using Amazon Textract and Claude to extract and structure information from tax documents.
• Added an advisor review workflow to ensure extracted data was validated before entering the tax calculation engine.
• Built nine tax strategy simulation modules to help advisors model, compare, and evaluate different scenarios.
• Developed separate Admin, Accountant, and Client portals with role-based access controls.
• Introduced white-label capabilities, allowing tax firms to provide the platform through their own branded subdomains.
• Integrated essential business systems including QuickBooks Online, Drake Software, Stripe, and SendGrid.
• Built the platform on a modern technology stack using React, Node.js, PostgreSQL, and AWS for scalability and reliability.
• Designed the architecture with independently evolving tax calculation, document processing, and reporting components to support future growth.

50–70% reduction in manual data entry through AI-assisted document extraction.

• 80% improvement in advisory efficiency, allowing advisors to serve more clients with existing resources.
• Up to 2× faster scenario turnaround, enabling tax strategies to be prepared more quickly.
• 80% improvement in client retention following the launch of proactive, personalized advisory capabilities.
• Enabled tax firms to move from compliance-only services to strategy-focused tax advisory.
• Created a scalable multi-tenant foundation capable of supporting multiple firms and branded client experiences.
• Reduced the complexity and risk of implementing annual tax-law changes through the configurable tax engine.