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Secure Dashboard
AKFinTax Advisors
A comprehensive internal web application for AKFinTax Advisors that centralizes client data management and enables efficient reporting for services such as sales tax, business tax, payroll, and ownerships.
25+
Hours Saved/Wk
99.9%
Data Accuracy
5/5
Client Satisfaction
The Challenge
Identifying the bottleneck.
Data was scattered across Excel sheets and varied software, leading to reconciliation errors and slow client reporting periods.
The Solution
Engineering success.
We engineered a secure internal dashboard with role-based access control. The system automates monthly reporting and provides real-time visualization of tax liabilities for their clients.
- Custom architecture design for maximum scalability.
- Implementation of best-in-class security protocols.
- Seamless integration with existing business workflows.
Client
AKFinTax Advisors
Year
2024
Category
Web App
Deliverables
Design, Dev, Support
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