FinTech
A U.S.-based startup supporting non-resident businesses required a scalable, compliant solution to streamline IRS filing. We developed a secure web portal that automated data capture, validation, and form generation, allowing self-service filing.
Custom Software Development
Testing & QA
UX/UI Design
The client, working closely with U.S. tax attorneys, required a platform that simplifies compliance for foreign-owned U.S. businesses. They needed a secure web-based solution that supports multiple tax form types, reuses user data across filings, and lets users instantly download completed forms as PDFs or send them by fax.
The platform saves form progress in real time, allowing users to switch devices or pause mid-session without losing data.
The platform provides a structured, guided experience that allows users to complete tax filings independently.
Native Apple and Google authentication improves conversion rates, reduces account recovery requests, and ensures that only verified individuals access sensitive tax data.
We delivered a cross-platform application that simplifies U.S. tax form preparation through a structured, step-by-step flow. Each section includes smart input validation and contextual hints, all reviewed by U.S. tax attorneys to ensure legal accuracy and clarity for users.
The system supports multiple form types, maps relationships between entities and stakeholders, and produces submission-ready outputs. It saves user progress automatically, syncs across devices, and provides a full audit trail to guarantee legal and operational transparency.
The system is designed with future legal expansion in mind, supporting logs, export features, and data trails required by legal entities.
The platform saves form progress in real time, allowing users to switch devices or pause mid-session without losing data.
Forms are broken into guided sections with context-aware hints and legal annotations, reducing errors and simplifying work with complex tax requirements.
Previously submitted information is securely stored and automatically filled in future filings, streamlining repeat submissions and reducing user input time.
Completed forms are immediately available as IRS-ready PDFs or can be sent via integrated fax, eliminating the need for third-party tools or manual handling.
A single account supports multiple business profiles, allowing users to handle filings across entities without repetitive setup or separate logins.
