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Rebuilding a Scalable SaaS Platform for Nonprofit Compliance and Growth

chromedia.com

Non-profit

Information technology

Challenges in Legacy System and Compliance Complexity

The client inherited a minimally functional product built on an inappropriate platform with an unscalable database. The system struggled to handle complex IRS/state compliance workflows, and cascading form dependencies created usability challenges for users.

About the Client

A SaaS platform guiding nonprofits through founding, filing, funding, and growth with expert support and automated compliance tools.

Key Goals for Platform Reconstruction

Develop a robust, secure portal for nonprofit onboarding and compliance
Automate generation of government PDF filings with 100% accuracy
Create dynamic, customizable questionnaires for nonprofit workflows
Implement admin tools for data management and customer communication
Ensure scalability for future expansion across international markets

Core System Capabilities

Dynamic nonprofit questionnaire with conditional logic
Automated IRS/state form generation and validation
Secure document management portal for users
Admin dashboard for data review and communication
Multi-language support for US and Philippines operations

Technology Stack Requirements

Cloud-native architecture (AWS/Azure)

Modern frontend framework (React/Vue)

Relational database (PostgreSQL)

Document generation engine (PDF automation)

External System Connections

IRS/state government APIs for filing validation
Payment gateways for service fees
Email marketing platforms for nonprofit outreach

Operational Constraints

HIPAA/GDPR-compliant data security
99.9% system uptime SLA
Support for 10,000+ concurrent users
Multi-tenancy architecture for nonprofit isolation

Expected Business Outcomes

Reduce nonprofit filing preparation time by 70%, decrease compliance errors by 95%, and enable 3x faster customer onboarding. Establish foundation for expanding into 5+ new international markets within 24 months.