Case study

Custom Software Development for Tax Consulting Company


Our client is a prominent tax preparation and consulting company based in the United States. The client proposed a solution that streamlines tax management and preparation processes for small and medium-sized businesses.

The client wanted to develop a software product for the tax software market and wanted the development of SaaS (Software as a Service). Bringing their vision to life, the client sought a reliable software development partner with deep knowledge of the tax industry and experience in custom software development.


The client chose us to develop a SaaS platform that replaces paper sign-in sheets with an online check-in system and streamlines the management of sign-in sheets for tax offices. The solution includes several components such as check-in and collection of client information, instructions on how to complete a tax return for the tax professional, customer relationship management, and case management.

Additionally, the solution allows users to assign a unique link/URL for each tax preparation office, e-signature functionality for users to digitally sign documents, lobby screens, and more.

Our team created prototypes of the SaaS platform and functional architecture for the subsequent development phase. In the design phase, we worked closely with the customer to suggest UI features that would improve the user experience.

The SaaS platform enables tax preparation firms to replace the paper sign-in sheets used in offices with an online platform that displays client information, provides a phone number for clients, tracks tax preparers' work, and provides a variety of tutorials.


4 Ace Technologies worked with the client to gather requirements, perform business analysis, formulate requirements, develop and test SaaS products, ensure quality, and provide after-sales support.

We divided a team of specialists into two - the execution team and the value team. The execution team's responsibility was to develop, test, and deploy the platform's functionality. As for the value team, they were responsible for business analysis, client communications, architecture design, and future planning. As a result, the execution team gathered requirements and handed them to the value team.


An application developed by 4 Ace Technologies is scalable and highly configurable. After the release of the SaaS platform, the software received positive feedback from tax preparation offices. The solution's performance has also been praised, and users have given enthusiastic reviews of the platform.