Cloud-Native SaaS Platform Modernization for Tax Consulting Firm

An established tax consultancy is hindered by outdated legacy software that is expensive to maintain, inflexible for evolving business needs, and impairs customer satisfaction due to slow responses and manual workarounds. Additionally, integration difficulties and geographical communication issues delay operational progress, preventing the firm from exploiting new revenue opportunities and adopting a SaaS model.

A mid-sized tax consulting company seeking to transition from legacy systems to a scalable SaaS platform to enhance operational efficiency and expand service offerings.

• Implement a scalable, cloud-native platform to replace the existing legacy system, enhancing responsiveness and productivity.
• Develop intuitive, modern user interfaces aligned with core business processes to improve user experience and satisfaction.
• Integrate automation features, including AI-driven form processing, to reduce manual input and accelerate processing speeds.
• Establish a flexible “template project” architecture to streamline the creation and expansion of initiatives, enabling rapid market response.
• Create client-facing portals to improve onboarding, service delivery, and interaction, thereby increasing customer retention and satisfaction.
• Position the platform as a multi-tenant SaaS solution to unlock new revenue streams and market share by servicing other similar companies.

• Cloud infrastructure supporting high availability and on-demand scalability.
• Multi-tenancy architecture allowing multiple clients to securely share resources.
• Role-based access control for internal teams and clients.
• Responsive, intuitive user interface built with React 18 and TypeScript 5.
• AI-powered form processing for routine document handling (e.g., tax forms).
• Template-based project cloning for quick initiative deployment.
• Client portals for fast onboarding and real-time information access.
• Integration capabilities with external systems like tax databases, financial software, and government portals.

• Tax and financial data sources for data import/export.
• Client portals for secure communication and document sharing.
• Automation tools for routine task processing.
• APIs for government incentives and regulatory data access.

• System availability with 99.9% uptime.
• Scalability to support increasing user base and data volume.
• Response times under 2 seconds for key user interactions.
• Data security aligned with industry standards to ensure compliance.
• Efficient deployment and update processes supporting agile development.

The new platform aims to significantly improve operational efficiency through faster system responses and reduced manual effort, with targeted response times under 2 seconds. Automation will speed routine processing, increasing speed and accuracy. Client portals and streamlined onboarding are expected to enhance customer satisfaction and retention. Transitioning to a SaaS model will open new revenue streams by enabling service offerings to other firms, positioning the business for future growth and market diversification.