Initiating Digital Transformation for a Tax Service Provider

Developed a fully customized, automated tax filing system to streamline business processes, eliminate manual bookkeeping, and improve operational efficiency.

At a glance

Fintech

Industry

USA

Location

Successive Highlight

60%

‍Reduced Operational Costs

80%

‍Increase in Workflow Efficiency

About the Client

The client is a California-based company led by a group of brilliant Chartered Accountants who help business individuals and companies with extensive tax filing assistance. They also provide other financial services, including insurance plans, bookkeeping, and payroll.

Challenge

The company had very specific requirements, and with every demand, a layer of complexity was added to the framework. However, the UI and UX experts at Successive Technologies were able to bifurcate and understand each demand to find a fitting solution.

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Solutions Implemented

We approached Tax Magic with a three-step solution that was divided into Client, Sub Admin, and Admin Levels. With a front end that was easy to navigate for the client and a backend where sub-admins could receive notifications, check, and verify forms in a systematic manner, we helped Tax Magic go digital.

Customized UI/UX

‍We built an engaging user interface for the system keeping in mind the client-facing as well as admin-facing portals. The client-facing portal was designed to make tax filing easier while the admin and sub-admin portal was designed to allow communication sync as to once the user generates a request, they will receive a notification and they can proceed with further steps.

Automated Tax Filing System

‍We utilized modern tech stacks, including Angular, .NetCore, HTML, CSS, and Azure for cloud capabilities to build a fully automated tax filing system that is easy to navigate for the users. This system was built to help users file their taxes, check the compiled records of their filings, and enable easy management of users by the admins in the backend.

Secure Client Portal

‍Designed an intuitive, step-by-step frontend interface for clients to submit tax information, track progress, and interact with accountants directly

Streamlined Role‑Based Process Flow

Defined clear user journeys for clients, sub‑admins, and admins, improving collaboration, reducing bottlenecks, and accelerating task completion.

Enhanced Security Architecture

Added multiple layers of security—secure authentication, encrypted data storage, and role-based permissions to protect sensitive financial and personal information.

Admin Control Panel

Built a robust admin backend with role-based access control, audit trails, and dashboards to monitor workflows, review submissions, and manage approval processes.

Outcome

Explore Tangible Business Outcomes & Impact Delivered

The advanced tax filing system we built for the client helped streamline the filing of tax returns for customers.

Faster internal communication and accurate examination of filings with clear notifications via updates like “Work In Progress” and “Payment Pending.”

A comprehensive billing system that allowed individuals to file multiple tax returns.

Our solution helped the client to make a clear division of authority between the sub-advisor and the admin.

“Successive helped us transform our entire tax-filing process, making it faster, more transparent, and secure. The new system supports our team’s roles perfectly while giving our clients a frictionless experience.”

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