All work
Finance
Concept projectWebsite and back end software for a tax accountant.
Client: Tax Accountant Consulting
The problem
Tax season meant hundreds of emails, documents sent the unsafe way, and clients asking the same questions about where their return stood.
The solution
A professional site with a private portal where clients book, upload documents and follow their return.
What we built
- Appointment booking for consultations
- Monthly bookkeeping plans with automatic billing
- Secure document upload
- Client portal with return status
- Back office with client records and deadlines