Tax Portal
Document management for tax season workflows
The Problem
Every tax season, Chartered Accountants drown in back-and-forth with clients over documents — emails, WhatsApp messages, shared drives with no structure. I built this for a friend's CA practice: a clean portal where clients upload what's needed, CAs track progress, and nothing falls through the cracks.
What It Does
Magic Link Uploads
Clients get a secure hyperlink — no login, no app download. They see exactly what documents are needed, upload them, and they're done.
Workflow Engine
Reusable workflow templates with step tracking and auto-completion. Assign workflows to clients, track where each filing stands at a glance.
Multi-Tenant by Design
Complete data isolation per CA firm. Supports individual, joint filing, and business client types (Sole Prop, Partnership, Pvt Ltd, LLP).
Time Tracking & Billing
Employees log time in 6-minute increments against clients. Admins pull aggregated billing reports by employee or client.
Architecture
Two separate Next.js frontends — one for the CA portal, one for the client upload experience — behind an nginx gateway. The backend is a Node.js/Express API with PostgreSQL for data and S3-compatible storage (MinIO locally, AWS S3 in production) for documents. The whole stack runs in Docker Compose.
Screenshots and live demo coming soon.