Problem
Tax firms coordinate clients over phone tag, email, and unlabeled receipt photos. The firm loses billable hours to coordination, and the client loses visibility into what's submitted and what's still owed.
What I built
A mobile app for booking appointments, document scanning, in-app chat, a tax deadline calendar, and a filing-status tracker, and a web dashboard for managing appointments, verifying documents, sending custom notifications and much more.
Outcome
Clients can now book appointments and submit documents and reciepts without visiting or needing to contact the firm, making the coordination between the firm and it's clients a breeze.