automated tests that check the filing rules and screens on every change.
sides that update each other live: when a client uploads a document on the phone, the office sees it right away.
stages every return moves through, from the first document request to release.
business types with their own forms and deadlines, from sole proprietors to C corporations.
Counted in the working prototype on October 27, 2026. The product is still in development, so there are no launch results yet.
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What changed
| Before | After | |
|---|---|---|
| Starting point | A plan and a long list of what tax offices need | A working prototype |
| The season | Every step had to be covered, from asking for documents to release | Six stages for every return, on one board |
| Clients | It had to work on a phone, with no app to install | A client portal: snap a photo, sign and pay |
| Office and clients | Two sides that needed to stay in step | One system: the office sees an upload right away |
What we did
Research first
10 competitors' sites and pricing reviewed before designing a single screen.
A map of the first version
71 things the office, its clients and the system need to do.
The office workspace
The season at a glance, a six-stage board, review and approval, invoices with partial payments, and release.
The client portal
Sign in with a code, snap a photo of a document, sign the engagement letter and pay.
Filing rules
Five business types, with IRS and Florida deadlines and weekend and holiday shifts.
The website
Eight pages, with pricing, a security page and a free 1040 tax organizer.
The result
A working prototype: the office workspace and the client portal run on one system and update each other live.
The next step is a pilot with the first tax offices. Once they're using it, this page will show the numbers.
Project facts
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