A two-sided B2B SaaS where tax firms manage many clients efficiently and clients see their own tax status in real time. Both groups view the same data through different permissions on a single platform.
Information between tax agents and clients moves mostly by email, phone and Excel.
A client wanting to know their tax status had to call and ask, 'where are you on this?' The firm reported back per-client, every time. The same fact gets manufactured twice on both sides.
The more clients a firm had, the more time it consumed — and the harder it became to take on the next one.
On a single system, agents see the operator's view and clients see their own status. Same data, different lenses.
Client management, tax-data management, the live dashboard, message boards and file management cover the tax workflow. A permission model controls who sees what.
Agents see many clients in one console; clients see only their own data while watching progress unfold in real time. Nobody writes the same artifact twice.
Agent and client perspectives separated within one codebase.
Tax-data processing and permission logic on Spring Boot.
AWS-based infrastructure for stable operations.