Tax View Management System
Background
Our client is a large international company providing audit, consulting, and tax services. All manual work processes, especially tax document management, have required much effort and time, not to mention high risks of human error. Given the company's scale and its huge customer base, these processes needed fast and efficient automation. So, we were approached with the task of creating the best tax view management software tailored to the company's and its employees' needs.
| Client | Multinational professional services firm |
| Vertical | Professional services |
| Buyer persona | Client’s employees |
| GEO | USA |
| Technology | .NET Core, .NET Framework, Azure functions, Azure SQL, Azure Blob Storage, Storage Queue |
| Provided services | Full-stack application development |
Task
What is a tax management system? First, this is the software that deals with a huge amount of documents and data, and they should be processed efficiently and on time. Secondly, such a system automates tax view and tax-related transactions control to avoid payment of interest, penalty, and prosecution.
So, the main goal was to create a tax view management system to provide the client’s organization with centralized tax management, configuration, and reporting. We had to develop a web-based solution to help tax professionals verify the correctness of tax documents generated by third-party systems before sending them to the IRS (in the form of XML).
Challenge
The platform should handle the ever-changing tax landscape, so our challenges were:
- To create a robust and coherent data model that can easily accommodate tax form updates each year and can be extended.
- To ensure high-performance data ingestion and report generation.
- To design an intuitive user interface for tax form mappings to streamline the work process for users.
In other words, we needed to develop a scalable and flexible tax view management software that allows the client to adapt seamlessly to evolving tax regulations and get an exceptional user experience year after year.
Solution
To address the challenges presented, we have involved two senior full-stack developers, one middle developer, and one QA engineer in the development process. Their experience helped us find the most optimal solution for this tax management software specifically.
Our team developed a comprehensive solution containing multiple components designed to tackle a specific aspect of the platform's requirements.
Robust SQL-based data model
We implemented a highly robust data model using SQL technology, which provided the foundation for the platform's data storage and management. The data model was designed to efficiently handle the ingestion of billions of tax data points.
Leveraging partitioning techniques, we optimized the performance of data retrieval and manipulation operations. This ensured that the platform could scale seamlessly as the volume of tax data increased while maintaining high performance.
Tax schema population tool
We developed a specialized tool that automatically populated the tax schema based on official IRS XSD schema files. Thanks to this, we could eliminate the need for manual schema creation, reducing human error and ensuring the accuracy and compliance of the tax data structure.
Such process automation saved valuable time and effort, enabling our client’s employees to stay updated with the latest IRS schema changes without extra effort.
Data ingestion framework
We built a comprehensive data ingestion framework that facilitated XML and PDF data parsing, extracting relevant information and mapping it to the established data model. It included advanced algorithms that ensured accurate and reliable data extraction from diverse tax documents.
This helped reduce manual effort and potential errors, improving the accuracy of data ingestion.
Clear and intuitive front-end
We designed an intuitive front-end interface using a single-page application approach to provide client’s employees with a seamless user experience. This approach offered quick and comfortable mappings between tax forms and the corresponding data model.
The interface has clear instructions, and intuitive controls, allowing users to navigate and interact with the platform easily. By prioritizing usability, we aimed to improve user comfort and minimize errors during the tax mapping process.
Reporting Modules
Our team developed reporting modules that utilized the ingested and mastered tax data to generate reports. These modules allowed users to create various types of reports based on their specific requirements, providing valuable insights and analysis of the tax data.
The solution gave our client a powerful tool for managing tax data, automating routine manual processes, and ensuring compliance.
Results
We build the tax view management system within two years. Client’s employees successfully use it to check the tax documents' correctness, safely store tax data, and control compliance. New tax practice management software saves them thousands of hours of manual labour annually.
Tech Stack
What our clients say
Will Strohl
СEO & Founder, Upendo Ventures
Before starting Upendo Ventures, I led the team at Hotcakes Commerce. At the time, it was a thriving commercial e-commerce platform built on top of the most popular ASP.NET CMS known as DNN. Hotcakes Commerce was rarely not seen in the top 3 selling extensions overall for DNN throughout its entirety as a commercial product. While it’s since been re-released as an open-source e-commerce solution, its popularity has not faded. This popularity is primarily due to the stability and high-quality features it’s boasted over the years. Many of these features were either built or started by the team at devspiration. With Hotcakes Commerce being at the core of what started Upendo Ventures and its continued success as one of our specialties, I can confidently say that the devspiration team has been a cornerstone of what sparked it all. I’d recommend them for all of your custom software needs. You can trust their attention to detail and expertise for all of your mission-critical software projects.
Artem Ruzak
Covizmo Partner
devspiration team helped us to develop a PDF parsing framework for our cloud based image inspection platform Azenzus. They accomplished this goal quickly and professionally. We enjoyed their proactivity, dedication and detail-oriented approach to software development. Highly recommend devspiration as a reliable technology partner for other businesses.
Robert Wells
CEO Allocable
devspiration partnered with our core development team and became an integral part of our engineering efforts on the first release of our SaaS product. They quickly adopted our in-house standards and culture, and provided cutting-edge development on new technologies that our team did not have expertise using at the time.
We are truly grateful how quickly they assimilated into our team and for the high level of attention and professionalism every team member provided.
