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Cloud Migration and Modernization of Billing Management Software for Tax Payment Service Provider

itransition.com

Financial services

Business services

Legacy System Limitations

The existing billing management system based on Microsoft Access lacked scalability, security, and flexibility to meet growing business demands. It required modernization to support cloud availability, integration with major accounting platforms, and enhanced security compliance while maintaining high transaction processing capacity.

About the Client

A SaaS platform provider specializing in accounting and tax management solutions for enterprises, serving Fortune 500 companies and accounting firms

Key Project Objectives

Modernize legacy architecture for cloud deployment
Enhance system security and compliance (PCI DSS, OFAC, KYC)
Integrate with leading accounting platforms
Automate manual financial workflows
Achieve global availability with sub-1 second response times

Core System Capabilities

Customizable invoice approval workflows with electronic signatures
Batch processing of tax payments and reports
Vendor portal for payment tracking
Conditional payment rules and reassignment capabilities
Multi-jurisdiction tax management
ACH file generation for tax payments

Technology Stack

Microsoft .NET / ASP.NET MVC

Azure Cloud Platform

Kendo UI with TypeScript

Entity Framework

Windows Workflow Foundation (WF)

Redis Cache

Bootstrap / LESS CSS

System Integrations

QuickBooks
QuickBooks Online
NetSuite
Sage Intacct
Microsoft Dynamics GP

Performance & Security

Support 500+ concurrent users
Process 300,000+ bills monthly
Sub-5 second report generation
99.99% uptime SLA
PCI DSS compliance
Distributed denial-of-service protection
Cross-browser compatibility (Chrome, Edge, Safari, Firefox)

Business Impact

Enables expansion to 1,500+ enterprise clients including Fortune 500 companies through enhanced scalability, security compliance, and accounting system integrations. Positions platform for mobile extension while maintaining critical legacy functionality for tax payment workflows.