Client Management
Centralized client roster with detail pages, notes, and document history.
FinTech
TaxFlow Pro — Tax Practice SaaS
Tax season, without the panic. The SaaS that replaces 4 spreadsheets, 12 email threads, and 'wait, did we file that?' with one calm dashboard and an AI research assistant.
6
Core modules shipped
3
Major UI iterations (v1→v3)
AI
Tax research engine
Screenshots
Overview
An all-in-one workspace for tax accountants and small CPA firms — clients, filings, documents, tasks, analytics, and an AI research engine that answers 'what's the depreciation rate for…' in seconds. Built so a small firm can take on enterprise-sized client loads without enterprise-sized chaos.
The Challenge
Every tax practitioner has the same nightmare: deadline week, three monitors, Excel everywhere, a client emailing 'just one more document', and a partner asking 'are we done with Patel?' The status of any single filing is buried in someone's inbox. Mistakes cost penalties, lost clients, sometimes licenses. They need one source of truth — but every existing tool is either too simple (Trello with extra steps) or too enterprise (built for the Big 4, priced for them too).
The Solution
I built TaxFlow Pro as the workspace I'd want if I ran a CPA firm — a unified dashboard for client management, a kanban-style filing pipeline, secure document intake, per-client task lists, and a Gemini-powered tax research assistant. Three full UI iterations (v1→v3) to nail the daily-use feel. Tiered pricing site ready for paid acquisition. Live on a custom domain.
Tech Stack
Frontend
Next.js 15React 19Tailwind CSSMotion (Framer-style animations)
AI
Google Gemini API (@google/genai) for tax research
Forms
React Hook FormZod
Analytics
Vercel AnalyticsSpeed Insights
Key Features
Filing Pipeline
Track tax filings end-to-end with statuses and deadlines.
Secure Documents
Encrypted document collection and review workflow.
Task Workflows
Per-client task lists with assignment and due dates.
AI Tax Research
Gemini-powered Q&A for tax law lookups and citations.
Firm Analytics
Revenue, client load, and filing throughput dashboards.
My Role
Founding Engineer
Sole engineer — owned product strategy, full-stack implementation, AI integration, pricing/landing site, and design system.
Results & Impact
- Replaces 4+ disconnected tools with one workspace
- AI tax research saves practitioners hours per filing
- Polished v3 landing + pricing ready for paid acquisition