Tax firm · Colorado · Oklahoma · Mexico
Tax firm software development
A firm working in Colorado, Oklahoma and federal Mexico needed to see its returns by jurisdiction. insights apps built the dashboard where the preparer, the client and the admin all look at the same thing from their own angle.
- 0
- active returns in progress
- 0
- jurisdictions measured separately
- 0
- views: client, preparer and admin
- Returns
- Preparers
- 3 jurisdictions
- Reports
What it solved
TaxFlow 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
Returns per week, new vs. filed
The pace of the season shows on a single curve: how much comes in and how much goes out. It's the data point that says whether the firm will make it to the deadline or needs another preparer.
02
Each jurisdiction, separately
Colorado, Oklahoma and federal Mexico have different rules and timelines. Measuring them together hid where the real backlog was.
03
Clients watch their return move forward
The client view shows status without exposing the internal work. It cuts the repeat inquiries that show up right when the preparer is slammed.
Yours could be next
We build the system for you
Like TaxFlow, 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.
TaxFlow · Tax firm · Colorado · Oklahoma · Mexico — custom software development by insights apps.