Accounting firm · Franchise · Orlando, FL
Accounting software development for franchises
Five modules on one foundation: dashboard, client portal, tax planning for Hispanic clients, per-entity analytics and franchise administration. insights apps built it multi-tenant by design, so each location runs its own instance.
- Multi-tenant
- Tax planning
- W9 portal
- Analytics
What it solved
Strata Tax went to production and is up and running.
The first complete, usable version, with scope locked in a single call. At insights apps we build it so the team can start using it and decide based on real software, not a document.
01
Five modules, one platform
Users choose where to start and then move around freely. Separating the modules lets a small firm use two and a franchise use all five, without seeing a different product.
02
The portal where clients drop off their paperwork
Documents and W9s uploaded by the clients themselves. The slowest part of the season, chasing paperwork, stops being the accountant's job.
03
Per-entity and consolidated metrics
Each location sees its own numbers and the franchise sees the total. It's the separation that lets you grow without the owner's report turning into a puzzle.
Yours could be next
We build the system for you
Like Strata Tax, your idea can become a working app. Tell us what you need and in 30 minutes we'll leave the call with the scope locked and a delivery date.
Strata Tax · Accounting firm · Franchise · Orlando, FL — custom software development by insights apps.