Tax automation SaaS for accountants and independent contributors
Deliverables
Full Stack, Backend, Automation
Platforms
Web App
Stack
MyOfficeTaxes
The Problem
Accounting and legal firms in the United States operated with fragmented manual processes: documents sent by email, paper signatures, invoices managed in spreadsheets, and communication scattered across multiple tools. This caused delays, errors, and an unprofessional experience for both the internal team and their clients.
The Solution
We designed and developed a complete system, centralized on a single modern platform. Santiago led the entire technical architecture and implemented the payment integrations (Stripe and Square), the verifiable digital signature system, and real-time chat with WebSockets. The platform unifies document management, internal communication, and workflow automation in a fast, responsive, and secure interface.
Architecture
Results
The platform evolved over more than 3 months in active production, becoming the client's central operations system. It completely eliminated dependence on external tools, reducing the team's administrative time and noticeably improving end-client experience with a professional document signing and management workflow.
“Working with the team was straightforward and efficient. They understood my core needs and delivered a solid internal SaaS that actually saves us time every day. Communication was clear and the process felt very organized.”
